Tucker Asset Management’s Haleon HLN Stock Holding History

Tucker Asset 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
2026 Q1	–	Sell	-25	Closed	-$253	–	671
2025 Q4	$253	Buy	+25	New	+$238	﹤0.01%	1024
2025 Q1	–	Sell	-111	Closed	-$1.06K	–	591
2024 Q4	$1.06K	Buy	111 +22	+25%	+$215	﹤0.01%	1312
2024 Q3	$942	Sell	89 -105	-54%	-$1.01K	﹤0.01%	1280
2024 Q2	$1.6K	Hold	194	–	–	﹤0.01%	1366
2024 Q1	$1.65K	Hold	194	–	–	﹤0.01%	1352
2023 Q4	$1.6K	Sell	194 -402	-67%	-$3.31K	﹤0.01%	1169
2023 Q3	$4.96K	Hold	596	–	–	﹤0.01%	825
2023 Q2	$4.99K	Hold	596	–	–	﹤0.01%	677
2023 Q1	$4.85K	Buy	596 +397	+199%	+$3.17K	﹤0.01%	707
2022 Q4	$1.6K	Hold	199	–	–	﹤0.01%	592
2022 Q3	$1.22K	Buy	+199	New	+$1.29K	﹤0.01%	638

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Tucker Asset Management's HLN Position: Q1 2026 in Review

Tucker Asset Management sold out of Haleon (HLN) in Q1 2026, closing a stake of 25 shares — an estimated $253 sold.

Tucker Asset Management first reported a position in HLN in Q3 2022 and held it in 11 quarters. The position peaked at $4.99K in Q2 2023. 625 funds tracked by Wall St. Rank hold HLN as of Q1 2026.

Tucker Asset Management reported no remaining Haleon position as of Q1 2026 after selling out during the quarter.
Tucker Asset Management sold 25 Haleon shares in Q1 2026, an estimated $253.
Tucker Asset Management first reported a position in Haleon in Q3 2022 and held it in 11 quarters.
Tucker Asset Management's Haleon position peaked at $4.99K in Q2 2023.
625 funds tracked by Wall St. Rank held Haleon as of Q1 2026.

Based on Tucker Asset Management's 13F filing for Q1 2026, filed 27 Aug 2026.