Proffitt & Goodson’s Haleon HLN Stock Holding History

Proffitt & Goodson’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
2025 Q4	–	Sell	-372	Closed	-$3.34K	–	366
2025 Q3	$3.34K	Buy	+372	New	+$3.58K	﹤0.01%	336

Other funds holding HLN

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Proffitt & Goodson's HLN Position: Q4 2025 in Review

Proffitt & Goodson sold out of Haleon (HLN) in Q4 2025, closing a stake of 372 shares — an estimated $3.34K sold.

Proffitt & Goodson first reported a position in HLN in Q3 2025 and held it in 1 quarter. The position peaked at $3.34K in Q3 2025. 609 funds tracked by Wall St. Rank hold HLN as of Q4 2025.

Proffitt & Goodson reported no remaining Haleon position as of Q4 2025 after selling out during the quarter.
Proffitt & Goodson sold 372 Haleon shares in Q4 2025, an estimated $3.34K.
Proffitt & Goodson first reported a position in Haleon in Q3 2025 and held it in 1 quarter.
Proffitt & Goodson's Haleon position peaked at $3.34K in Q3 2025.
609 funds tracked by Wall St. Rank held Haleon as of Q4 2025.

Based on Proffitt & Goodson's 13F filing for Q4 2025, filed 27 Jan 2026.