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POIA
Pin Oak Investment Advisors’s
Haleon
HLN
Stock Holding History
Pin Oak Investment Advisors’s Portfolio
HLN Stock Details
HLN Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$24K
Hold
2,381
–
–
0.02%
283
2025
Q4
$26K
Hold
2,381
–
–
0.02%
282
2025
Q3
$21.4K
Sell
2,381
-609
-20%
-$5.87K
0.02%
306
2025
Q2
$30K
Hold
2,990
–
–
0.03%
235
2025
Q1
$31K
Hold
2,990
–
–
0.02%
226
2024
Q4
$32K
Hold
2,990
–
–
0.03%
226
2024
Q3
$31K
Hold
2,990
–
–
0.03%
231
2024
Q2
$25K
Buy
2,990
+510
+21%
+$4.26K
0.02%
234
2024
Q1
$21K
Hold
2,480
–
–
0.02%
258
2023
Q4
$20K
Hold
2,480
–
–
0.02%
265
2023
Q3
$21K
Buy
2,480
+1,074
+76%
+$8.94K
0.02%
244
2023
Q2
$12K
Buy
+1,406
New
+$12K
0.01%
300
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$182B AUM
14.68%
1-Year Est. Return
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$1.9T AUM
41.92%
1-Year Est. Return
ClearBridge Investments
New York
$115B AUM
24.78%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
HL
Harding Loevner
Bridgewater, New Jersey
$9.72B AUM
22.38%
1-Year Est. Return
Harris Associates
Chicago, Illinois
$74.9B AUM
11.27%
1-Year Est. Return
Arrowstreet Capital
Boston, Massachusetts
$185B AUM
39.58%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Natixis Advisors
Boston, Massachusetts
$71.9B AUM
28.03%
1-Year Est. Return
Jones Financial Companies
Des Peres, Missouri
$208B AUM
16.12%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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