West Financial Advisors’s Haleon HLN Stock Holding History

West Financial Advisors’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	-170	Closed	-$1.72K	–	214
2025 Q4	$1.72K	Buy	+170	New	+$1.62K	﹤0.01%	203

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

West Financial Advisors's HLN Position: Q1 2026 in Review

West Financial Advisors sold out of Haleon (HLN) in Q1 2026, closing a stake of 170 shares — an estimated $1.72K sold.

West Financial Advisors first reported a position in HLN in Q4 2025 and held it in 1 quarter. The position peaked at $1.72K in Q4 2025. 626 funds tracked by Wall St. Rank hold HLN as of Q1 2026.

West Financial Advisors reported no remaining Haleon position as of Q1 2026 after selling out during the quarter.
West Financial Advisors sold 170 Haleon shares in Q1 2026, an estimated $1.72K.
West Financial Advisors first reported a position in Haleon in Q4 2025 and held it in 1 quarter.
West Financial Advisors's Haleon position peaked at $1.72K in Q4 2025.
626 funds tracked by Wall St. Rank held Haleon as of Q1 2026.

Based on West Financial Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.