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Prudent Man Investment Management’s Haleon HLN Stock Holding History

Prudent Man Investment Management’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 		$506 Hold
50
– – ﹤0.01% 165
2025
Q4 		$506 Hold
50
– – ﹤0.01% 165
2025
Q3 		$477 Hold
50
– – ﹤0.01% 160
2025
Q2 		$477 Hold
50
– – ﹤0.01% 160
2025
Q1 		$477 Hold
50
– – ﹤0.01% 160
2024
Q4 		$477 Buy
+50
New +$489 ﹤0.01% 160

Other funds holding HLN

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $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
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Prudent Man Investment Management's HLN Position: Q1 2026 in Review

Prudent Man Investment Management held its Haleon (HLN) position steady in Q1 2026 at 50 shares worth $506. The position accounts for ﹤0.01% of the portfolio, ranked #165.

Prudent Man Investment Management first reported a position in HLN in Q4 2024 and has held it in 6 quarters since. 621 funds tracked by Wall St. Rank hold HLN as of Q1 2026.

  • Prudent Man Investment Management held 50 shares of Haleon worth $506 as of Q1 2026.
  • Prudent Man Investment Management left its Haleon share count unchanged in Q1 2026.
  • Haleon made up ﹤0.01% of Prudent Man Investment Management's portfolio in Q1 2026, its #165 holding.
  • Prudent Man Investment Management first reported a position in Haleon in Q4 2024 and has held it in 6 quarters since.
  • 621 funds tracked by Wall St. Rank held Haleon as of Q1 2026.

Based on Prudent Man Investment Management's 13F filing for Q1 2026, filed 4 May 2026.