Trust Company of Vermont’s Haleon HLN Stock Holding History

Trust Company of Vermont’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	$5.69K	Buy	563 +363	+182%	+$3.45K	﹤0.01%	916
2025 Q3	$1.79K	Buy	+200	New	+$1.93K	﹤0.01%	1028
2023 Q2	–	Sell	-455	Closed	-$3.7K	–	864
2023 Q1	$3.7K	Buy	455 +118	+35%	+$941	﹤0.01%	787
2022 Q4	$2.7K	Sell	337 -557	-62%	-$3.79K	﹤0.01%	799
2022 Q3	$5K	Buy	+894	New	+$5.79K	﹤0.01%	831

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

Trust Company of Vermont's HLN Position: Q4 2025 in Review

Trust Company of Vermont increased its Haleon (HLN) stake by 182% in Q4 2025, buying an estimated $3.45K and bringing the position to 563 shares worth $5.69K. The position accounts for ﹤0.01% of the portfolio, ranked #916.

Trust Company of Vermont first reported a position in HLN in Q3 2022 and has held it in 5 quarters since. 609 funds tracked by Wall St. Rank hold HLN as of Q4 2025.

Trust Company of Vermont held 563 shares of Haleon worth $5.69K as of Q4 2025.
Trust Company of Vermont bought 363 Haleon shares in Q4 2025, an estimated $3.45K.
Haleon made up ﹤0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #916 holding.
Trust Company of Vermont first reported a position in Haleon in Q3 2022 and has held it in 5 quarters since.
609 funds tracked by Wall St. Rank held Haleon as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.