TFC Financial Management’s Haleon HLN Stock Holding History

TFC Financial 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
2025 Q4	–	Sell	-700	Closed	-$6.28K	–	1008
2025 Q3	$6.28K	Buy	+700	New	+$6.74K	﹤0.01%	438

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 27.5% 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

TFC Financial Management's HLN Position: Q4 2025 in Review

TFC Financial Management sold out of Haleon (HLN) in Q4 2025, closing a stake of 700 shares — an estimated $6.28K sold.

TFC Financial Management first reported a position in HLN in Q3 2025 and held it in 1 quarter. The position peaked at $6.28K in Q3 2025. 609 funds tracked by Wall St. Rank hold HLN as of Q4 2025.

TFC Financial Management reported no remaining Haleon position as of Q4 2025 after selling out during the quarter.
TFC Financial Management sold 700 Haleon shares in Q4 2025, an estimated $6.28K.
TFC Financial Management first reported a position in Haleon in Q3 2025 and held it in 1 quarter.
TFC Financial Management's Haleon position peaked at $6.28K in Q3 2025.
609 funds tracked by Wall St. Rank held Haleon as of Q4 2025.

Based on TFC Financial Management's 13F filing for Q4 2025, filed 23 Jan 2026.