Sunbelt Securities’s Haleon HLN Stock Holding History

Sunbelt Securities’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	$3.75K	Hold	375	–	–	﹤0.01%	1756
2025 Q4	$3.79K	Hold	375	–	–	﹤0.01%	1703
2025 Q3	$3.36K	Sell	375 -130	-26%	-$1.25K	﹤0.01%	1722
2025 Q2	$4.82K	Buy	505 +150	+42%	+$1.58K	﹤0.01%	1453
2025 Q1	$3.65K	Sell	355 -150	-30%	-$1.48K	﹤0.01%	1480
2024 Q4	$4.81K	Hold	505	–	–	﹤0.01%	1454
2024 Q3	$5.35K	Hold	505	–	–	﹤0.01%	1422
2024 Q2	$4.17K	Sell	505 -2,438	-83%	-$20.4K	﹤0.01%	1430
2024 Q1	$25K	Sell	2,943 -1,843	-39%	-$15.4K	﹤0.01%	1038
2023 Q4	$39.4K	Buy	4,786 +1	+0%	+$8	0.01%	867
2023 Q3	$39.9K	Hold	4,785	–	–	0.01%	856
2023 Q2	$40.1K	Buy	4,785 +4,100	+599%	+$35K	0.01%	846
2023 Q1	$5.54K	Buy	+685	New	+$5.46K	﹤0.01%	1274

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Sunbelt Securities's HLN Position: Q1 2026 in Review

Sunbelt Securities held its Haleon (HLN) position steady in Q1 2026 at 375 shares worth $3.75K. The position accounts for ﹤0.01% of the portfolio, ranked #1756.

Sunbelt Securities first reported a position in HLN in Q1 2023 and has held it in 13 quarters since. The position peaked at $40.1K in Q2 2023. 620 funds tracked by Wall St. Rank hold HLN as of Q1 2026.

Sunbelt Securities held 375 shares of Haleon worth $3.75K as of Q1 2026.
Sunbelt Securities left its Haleon share count unchanged in Q1 2026.
Haleon made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1756 holding.
Sunbelt Securities first reported a position in Haleon in Q1 2023 and has held it in 13 quarters since.
Sunbelt Securities's Haleon position peaked at $40.1K in Q2 2023.
620 funds tracked by Wall St. Rank held Haleon as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.