Sanders Morris Harris’s Haleon HLN Stock Holding History

Sanders Morris Harris’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 Q2	–	Sell	-36,000	Closed	-$360K	–	158
2026 Q1	$360K	Buy	+36,000	New	+$375K	0.06%	216
2025 Q4	–	Sell	-16,700	Closed	-$150K	–	147
2025 Q3	$150K	Buy	+16,700	New	+$161K	0.02%	283
2025 Q2	–	Sell	-16,700	Closed	-$170K	–	220
2025 Q1	$170K	Hold	16,700	–	–	0.03%	258
2024 Q4	$159K	Hold	16,700	–	–	0.02%	266
2024 Q3	$177K	Hold	16,700	–	–	0.03%	259
2024 Q2	$138K	Hold	16,700	–	–	0.02%	258
2024 Q1	$142K	Buy	16,700 +700	+4%	+$5.85K	0.03%	245
2023 Q4	$138K	Sell	16,000 -700	-4%	-$5.77K	0.07%	160
2023 Q3	$138K	Hold	16,700	–	–	0.03%	238
2023 Q2	$137K	Buy	+16,700	New	+$143K	0.03%	236

Other funds holding HLN

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return