Seed Wealth Management’s Haleon HLN Stock Holding History

Seed Wealth 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	$266K	Hold	26,580	–	–	0.18%	79
2025 Q4	$269K	Hold	26,580	–	–	0.19%	82
2025 Q3	$238K	Hold	26,580	–	–	0.16%	95
2025 Q2	$276K	Sell	26,580 -2,150	-7%	-$22.7K	0.21%	116
2025 Q1	$296K	Hold	28,730	–	–	0.24%	105
2024 Q4	$274K	Hold	28,730	–	–	0.22%	111
2024 Q3	$304K	Sell	28,730 -400	-1%	-$3.87K	0.24%	105
2024 Q2	$241K	Buy	29,130 +2,000	+7%	+$16.7K	0.21%	123
2024 Q1	$226K	Sell	27,130 -2,000	-7%	-$16.7K	0.22%	130
2023 Q4	$240K	Hold	29,130	–	–	0.24%	113
2023 Q3	$243K	Hold	29,130	–	–	0.27%	103
2023 Q2	$244K	Hold	29,130	–	–	0.26%	108
2023 Q1	$237K	Hold	29,130	–	–	0.27%	107
2022 Q4	$233K	Buy	+29,130	New	+$198K	0.27%	97

Other funds holding HLN

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 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

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