Ransom Advisory’s Haleon HLN Stock Holding History

Ransom Advisory’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	$38.6K	Buy	3,819 +819	+27%	+$7.79K	0.02%	239
2025 Q3	$26.9K	Hold	3,000	–	–	0.01%	210
2025 Q2	$31.1K	Hold	3,000	–	–	0.01%	217
2025 Q1	$30.9K	Hold	3,000	–	–	0.02%	221
2024 Q4	$28.6K	Hold	3,000	–	–	0.01%	268
2024 Q3	$31.7K	Hold	3,000	–	–	0.01%	266
2024 Q2	$24.8K	Hold	3,000	–	–	0.01%	277
2024 Q1	$25.5K	Buy	+3,000	New	+$25.1K	0.01%	228

Other funds holding HLN

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ransom Advisory's HLN Position: Q4 2025 in Review

Ransom Advisory increased its Haleon (HLN) stake by 27% in Q4 2025, buying an estimated $7.79K and bringing the position to 3,819 shares worth $38.6K. The position accounts for 0.02% of the portfolio, ranked #239.

Ransom Advisory first reported a position in HLN in Q1 2024 and has held it in 8 quarters since. 609 funds tracked by Wall St. Rank hold HLN as of Q4 2025.

Ransom Advisory held 3,819 shares of Haleon worth $38.6K as of Q4 2025.
Ransom Advisory bought 819 Haleon shares in Q4 2025, an estimated $7.79K.
Haleon made up 0.02% of Ransom Advisory's portfolio in Q4 2025, its #239 holding.
Ransom Advisory first reported a position in Haleon in Q1 2024 and has held it in 8 quarters since.
609 funds tracked by Wall St. Rank held Haleon as of Q4 2025.

Based on Ransom Advisory's 13F filing for Q4 2025, filed 6 Jan 2026.