Stephens Consulting’s Haleon HLN Stock Holding History

Stephens Consulting’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	$22.4K	Buy	2,215 +2,000	+930%	+$19K	0.01%	192
2025 Q3	$1.93K	Hold	215	–	–	﹤0.01%	326
2025 Q2	$2.23K	Hold	215	–	–	﹤0.01%	489
2025 Q1	$2.21K	Hold	215	–	–	﹤0.01%	436
2024 Q4	$2.05K	Hold	215	–	–	﹤0.01%	462
2024 Q3	$2.27K	Hold	215	–	–	﹤0.01%	451
2024 Q2	$1.78K	Hold	215	–	–	﹤0.01%	527
2024 Q1	$1.83K	Hold	215	–	–	﹤0.01%	424
2023 Q4	$1.77K	Hold	215	–	–	﹤0.01%	433
2023 Q3	$1.79K	Hold	215	–	–	﹤0.01%	443
2023 Q2	$1.8K	Hold	215	–	–	﹤0.01%	442
2023 Q1	$1.75K	Hold	215	–	–	﹤0.01%	462
2022 Q4	$1.72K	Hold	215	–	–	﹤0.01%	436
2022 Q3	$1.31K	Buy	+215	New	+$1.39K	﹤0.01%	510

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

Stephens Consulting's HLN Position: Q4 2025 in Review

Stephens Consulting increased its Haleon (HLN) stake by 930% in Q4 2025, buying an estimated $19K and bringing the position to 2,215 shares worth $22.4K. The position accounts for 0.01% of the portfolio, ranked #192.

Stephens Consulting first reported a position in HLN in Q3 2022 and has held it in 14 quarters since. 608 funds tracked by Wall St. Rank hold HLN as of Q4 2025.

Stephens Consulting held 2,215 shares of Haleon worth $22.4K as of Q4 2025.
Stephens Consulting bought 2,000 Haleon shares in Q4 2025, an estimated $19K.
Haleon made up 0.01% of Stephens Consulting's portfolio in Q4 2025, its #192 holding.
Stephens Consulting first reported a position in Haleon in Q3 2022 and has held it in 14 quarters since.
608 funds tracked by Wall St. Rank held Haleon as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.