Altshuler Shaham’s Haleon HLN Stock Holding History

Altshuler Shaham’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	$1.75M	Sell	187,252 -9,126	-5%	-$84.8K	0.02%	108
2026 Q1	$1.97M	Buy	196,378 +96,378	+96%	+$1M	0.04%	91
2025 Q4	$1.01M	Sell	100,000 -7,838,977	-99%	-$74.5M	0.02%	96
2025 Q3	$71.2M	Hold	7,938,977	–	–	1.18%	30
2025 Q2	$82.3M	Hold	7,938,977	–	–	2.61%	15
2025 Q1	$81.7M	Buy	7,938,977 +7,800,000	+5,612%	+$76.8M	1.98%	16
2024 Q4	$1.33M	Sell	138,977 -7,723	-5%	-$75.6K	0.05%	46
2024 Q3	$1.55M	Sell	146,700 -16,500	-10%	-$160K	0.09%	42
2024 Q2	$1.35M	Buy	+163,200	New	+$1.36M	0.05%	43

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

Altshuler Shaham's HLN Position: Q2 2026 in Review

Altshuler Shaham reduced its Haleon (HLN) stake by 4.6% in Q2 2026, selling an estimated $84.8K and leaving 187,252 shares worth $1.75M. The position accounts for 0.02% of the portfolio, ranked #108.

Altshuler Shaham first reported a position in HLN in Q2 2024 and has held it in 9 quarters since. The position peaked at $82.3M in Q2 2025. 639 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

Altshuler Shaham held 187,252 shares of Haleon worth $1.75M as of Q2 2026.
Altshuler Shaham sold 9,126 Haleon shares in Q2 2026, an estimated $84.8K.
Haleon made up 0.02% of Altshuler Shaham's portfolio in Q2 2026, its #108 holding.
Altshuler Shaham first reported a position in Haleon in Q2 2024 and has held it in 9 quarters since.
Altshuler Shaham's Haleon position peaked at $82.3M in Q2 2025.
639 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Altshuler Shaham's 13F filing for Q2 2026, filed 12 Aug 2026.