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Alvarez & Marsal Private Wealth Partners’s Haleon HLN Stock Holding History

Alvarez & Marsal Private Wealth Partners’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 		$266K Hold
28,464
– – 0.04% 85
2026
Q1 		$285K Buy
+28,464
New +$296K 0.04% 129

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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Alvarez & Marsal Private Wealth Partners's HLN Position: Q2 2026 in Review

Alvarez & Marsal Private Wealth Partners held its Haleon (HLN) position steady in Q2 2026 at 28,464 shares worth $266K. The position accounts for 0.04% of the portfolio, ranked #85.

Alvarez & Marsal Private Wealth Partners first reported a position in HLN in Q1 2026 and has held it in 2 quarters since. The position peaked at $285K in Q1 2026. 638 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Alvarez & Marsal Private Wealth Partners held 28,464 shares of Haleon worth $266K as of Q2 2026.
  • Alvarez & Marsal Private Wealth Partners left its Haleon share count unchanged in Q2 2026.
  • Haleon made up 0.04% of Alvarez & Marsal Private Wealth Partners's portfolio in Q2 2026, its #85 holding.
  • Alvarez & Marsal Private Wealth Partners first reported a position in Haleon in Q1 2026 and has held it in 2 quarters since.
  • Alvarez & Marsal Private Wealth Partners's Haleon position peaked at $285K in Q1 2026.
  • 638 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Alvarez & Marsal Private Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.