AIMZ Investment Advisors’s Haleon HLN Stock Holding History

AIMZ Investment 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 Q2	$433K	Sell	46,428 -5,700	-11%	-$53K	0.12%	102
2026 Q1	$522K	Sell	52,128 -5,500	-10%	-$57.2K	0.16%	92
2025 Q4	$583K	Sell	57,628 -5,500	-9%	-$52.3K	0.17%	91
2025 Q3	$566K	Sell	63,128 -1,429	-2%	-$13.8K	0.18%	86
2025 Q2	$669K	Sell	64,557 -1,695	-3%	-$17.9K	0.22%	81
2025 Q1	$682K	Sell	66,252 -4,300	-6%	-$42.3K	0.24%	79
2024 Q4	$673K	Sell	70,552 -2,200	-3%	-$21.5K	0.23%	75
2024 Q3	$770K	Sell	72,752 -2,648	-4%	-$25.6K	0.26%	73
2024 Q2	$623K	Sell	75,400 -9,375	-11%	-$78.4K	0.22%	78
2024 Q1	$720K	Sell	84,775 -3,100	-4%	-$25.9K	0.27%	72
2023 Q4	$723K	Sell	87,875 -396	-0.4%	-$3.26K	0.29%	69
2023 Q3	$735K	Sell	88,271 -850	-1%	-$7.08K	0.33%	65
2023 Q2	$747K	Sell	89,121 -795	-0.9%	-$6.78K	0.32%	66
2023 Q1	$732K	Sell	89,916 -1,085	-1%	-$8.65K	0.33%	65
2022 Q4	$728K	Sell	91,001 -330	-0.4%	-$2.25K	0.34%	64
2022 Q3	$556K	Buy	+91,331	New	+$591K	0.28%	73

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

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

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AIMZ Investment Advisors's HLN Position: Q2 2026 in Review

AIMZ Investment Advisors reduced its Haleon (HLN) stake by 11% in Q2 2026, selling an estimated $53K and leaving 46,428 shares worth $433K. The position accounts for 0.12% of the portfolio, ranked #102.

AIMZ Investment Advisors first reported a position in HLN in Q3 2022 and has held it in 16 quarters since. The position peaked at $770K in Q3 2024. 641 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

AIMZ Investment Advisors held 46,428 shares of Haleon worth $433K as of Q2 2026.
AIMZ Investment Advisors sold 5,700 Haleon shares in Q2 2026, an estimated $53K.
Haleon made up 0.12% of AIMZ Investment Advisors's portfolio in Q2 2026, its #102 holding.
AIMZ Investment Advisors first reported a position in Haleon in Q3 2022 and has held it in 16 quarters since.
AIMZ Investment Advisors's Haleon position peaked at $770K in Q3 2024.
641 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on AIMZ Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.