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Vermillion & White Wealth Management Group’s Haleon HLN Stock Holding History

Vermillion & White Wealth Management Group’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
-737
Closed -$7.45K – 259
2025
Q4 		$7.45K Hold
737
– – ﹤0.01% 357
2025
Q3 		$6.61K Buy
+737
New +$7.1K ﹤0.01% 372

Other funds holding HLN

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Vermillion & White Wealth Management Group's HLN Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of Haleon (HLN) in Q1 2026, closing a stake of 737 shares — an estimated $7.45K sold.

Vermillion & White Wealth Management Group first reported a position in HLN in Q3 2025 and held it in 2 quarters. The position peaked at $7.45K in Q4 2025. 625 funds tracked by Wall St. Rank hold HLN as of Q1 2026.

  • Vermillion & White Wealth Management Group reported no remaining Haleon position as of Q1 2026 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 737 Haleon shares in Q1 2026, an estimated $7.45K.
  • Vermillion & White Wealth Management Group first reported a position in Haleon in Q3 2025 and held it in 2 quarters.
  • Vermillion & White Wealth Management Group's Haleon position peaked at $7.45K in Q4 2025.
  • 625 funds tracked by Wall St. Rank held Haleon as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.