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AmeriFlex Group’s Haleon HLN Stock Holding History

AmeriFlex 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
Q2 		$1.5K Buy
+161
New +$1.5K ﹤0.01% 1330
2025
Q3 		– Sell
-2,900
Closed -$30.2K – 1182
2025
Q2 		$30.2K Sell
2,900
-321
-10% -$3.39K 0.02% 484
2025
Q1 		$33.1K Buy
3,221
+1,500
+87% +$14.8K 0.01% 574
2024
Q4 		$16.3K Buy
+1,721
New +$16.8K 0.01% 668

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

AmeriFlex Group's HLN Position: Q2 2026 in Review

AmeriFlex Group opened a new position in Haleon (HLN) in Q2 2026: 161 shares worth $1.5K. The stake represents ﹤0.01% of the portfolio and ranks #1330 among its holdings. This is a return to the name: AmeriFlex Group previously reported a position in HLN as recently as Q2 2025.

AmeriFlex Group first reported a position in HLN in Q4 2024 and has held it in 4 quarters since. The position peaked at $33.1K in Q1 2025. 645 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • AmeriFlex Group held 161 shares of Haleon worth $1.5K as of Q2 2026.
  • Haleon was a new AmeriFlex Group position in Q2 2026.
  • Haleon made up ﹤0.01% of AmeriFlex Group's portfolio in Q2 2026, its #1330 holding.
  • AmeriFlex Group first reported a position in Haleon in Q4 2024 and has held it in 4 quarters since.
  • AmeriFlex Group's Haleon position peaked at $33.1K in Q1 2025.
  • 645 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.