Tortoise Investment Management’s Haleon HLN Stock Holding History

Tortoise Investment 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	-1,200	Closed	-$10.8K	–	753
2025 Q3	$10.8K	Hold	1,200	–	–	﹤0.01%	604
2025 Q2	$12.4K	Hold	1,200	–	–	﹤0.01%	574
2025 Q1	$12.3K	Hold	1,200	–	–	﹤0.01%	562
2024 Q4	$11.4K	Hold	1,200	–	–	﹤0.01%	612
2024 Q3	$12.7K	Hold	1,200	–	–	﹤0.01%	611
2024 Q2	$9.91K	Hold	1,200	–	–	﹤0.01%	633
2024 Q1	$10.2K	Hold	1,200	–	–	﹤0.01%	625
2023 Q4	$9.88K	Hold	1,200	–	–	﹤0.01%	580
2023 Q3	$10K	Hold	1,200	–	–	﹤0.01%	557
2023 Q2	$10.1K	Hold	1,200	–	–	﹤0.01%	560
2023 Q1	$9.77K	Hold	1,200	–	–	﹤0.01%	554
2022 Q4	$9.6K	Hold	1,200	–	–	﹤0.01%	545
2022 Q3	$7K	Buy	+1,200	New	+$7.77K	﹤0.01%	572

Other funds holding HLN

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Tortoise Investment Management's HLN Position: Q4 2025 in Review

Tortoise Investment Management sold out of Haleon (HLN) in Q4 2025, closing a stake of 1,200 shares — an estimated $10.8K sold.

Tortoise Investment Management first reported a position in HLN in Q3 2022 and held it in 13 quarters. The position peaked at $12.7K in Q3 2024. 609 funds tracked by Wall St. Rank hold HLN as of Q4 2025.

Tortoise Investment Management reported no remaining Haleon position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 1,200 Haleon shares in Q4 2025, an estimated $10.8K.
Tortoise Investment Management first reported a position in Haleon in Q3 2022 and held it in 13 quarters.
Tortoise Investment Management's Haleon position peaked at $12.7K in Q3 2024.
609 funds tracked by Wall St. Rank held Haleon as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.