Tempus Wealth Planning’s Haleon HLN Stock Holding History

Tempus Wealth Planning’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	$548K	Buy	54,779 +1,217	+2%	+$12.7K	0.13%	169
2025 Q4	$542K	Sell	53,562 -751	-1%	-$7.14K	0.12%	169
2025 Q3	$487K	Buy	54,313 +1,044	+2%	+$10.1K	0.11%	182
2025 Q2	$552K	Sell	53,269 -528	-1%	-$5.57K	0.14%	158
2025 Q1	$554K	Sell	53,797 -2,886	-5%	-$28.4K	0.17%	139
2024 Q4	$541K	Sell	56,683 -659	-1%	-$6.45K	0.17%	135
2024 Q3	$607K	Sell	57,342 -47	-0.1%	-$454	0.22%	109
2024 Q2	$474K	Buy	57,389 +2,576	+5%	+$21.5K	0.2%	115
2024 Q1	$465K	Buy	54,813 +2,136	+4%	+$17.9K	0.2%	118
2023 Q4	$434K	Sell	52,677 -3,439	-6%	-$28.3K	0.19%	114
2023 Q3	$467K	Sell	56,116 -2,186	-4%	-$18.2K	0.23%	91
2023 Q2	$489K	Sell	58,302 -5,335	-8%	-$45.5K	0.22%	106
2023 Q1	$518K	Sell	63,637 -7,162	-10%	-$57.1K	0.25%	94
2022 Q4	$566K	Sell	70,799 -7,348	-9%	-$50K	0.34%	87
2022 Q3	$476K	Buy	+78,147	New	+$506K	0.32%	87

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