SC
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Savant Capital’s Haleon HLN Stock Holding History

Savant Capital’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 		$1.2M Buy
120,238
+7,010
+6% +$72.9K 0.01% 561
2025
Q4 		$1.14M Buy
113,228
+85,646
+311% +$814K 0.01% 551
2025
Q3 		$247K Sell
27,582
-49,383
-64% -$476K ﹤0.01% 1131
2025
Q2 		$798K Buy
76,965
+46,907
+156% +$495K 0.01% 602
2025
Q1 		$309K Buy
30,058
+3,665
+14% +$36.1K ﹤0.01% 832
2024
Q4 		$252K Buy
26,393
+13,142
+99% +$129K ﹤0.01% 1200
2024
Q3 		$140K Buy
+13,251
New +$128K ﹤0.01% 1319
2023
Q4 		– Sell
-14,804
Closed -$123K – 858
2023
Q3 		$123K Buy
14,804
+3,230
+28% +$26.9K ﹤0.01% 776
2023
Q2 		$97K Buy
+11,574
New +$98.8K ﹤0.01% 768

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 $74.9B 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