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
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 $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 27.49% 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

Tucker Asset Management's HLN Position: Q4 2025 in Review

Tucker Asset Management opened a new position in Haleon (HLN) in Q4 2025: 25 shares worth $253. The stake represents ﹤0.01% of the portfolio and ranks #1024 among its holdings. This is a return to the name: Tucker Asset Management previously reported a position in HLN as recently as Q4 2024.

Tucker Asset Management first reported a position in HLN in Q3 2022 and has held it in 11 quarters since. The position peaked at $4.99K in Q2 2023. 608 funds tracked by Wall St. Rank hold HLN as of Q4 2025.

Tucker Asset Management held 25 shares of Haleon worth $253 as of Q4 2025.
Haleon was a new Tucker Asset Management position in Q4 2025.
Haleon made up ﹤0.01% of Tucker Asset Management's portfolio in Q4 2025, its #1024 holding.
Tucker Asset Management first reported a position in Haleon in Q3 2022 and has held it in 11 quarters since.
Tucker Asset Management's Haleon position peaked at $4.99K in Q2 2023.
608 funds tracked by Wall St. Rank held Haleon as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.