AAS
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Ameritas Advisory Services’s Haleon HLN Stock Holding History

Ameritas Advisory Services’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 		$174K Buy
18,641
+2,573
+16% +$23.9K ﹤0.01% 1102
2026
Q1 		$161K Buy
16,068
+92
+0.6% +$957 0.01% 927
2025
Q4 		$162K Sell
15,976
-144
-0.9% -$1.37K 0.01% 914
2025
Q3 		$145K Buy
16,120
+5,874
+57% +$56.6K 0.01% 712
2025
Q2 		$106K Sell
10,246
-8,279
-45% -$87.3K 0.01% 964
2025
Q1 		$178K Buy
18,525
+218
+1% +$2.15K 0.01% 831
2024
Q4 		$175K Buy
18,307
+2,262
+14% +$22.1K 0.01% 845
2024
Q3 		$170K Sell
16,045
-1,760
-10% -$17K 0.01% 814
2024
Q2 		$147K Sell
17,805
-305
-2% -$2.55K 0.01% 865
2024
Q1 		$151K Buy
18,110
+7,263
+67% +$60.7K 0.01% 839
2023
Q4 		$88.7K Sell
10,847
-5,497
-34% -$45.3K ﹤0.01% 673
2023
Q3 		$135K Buy
16,344
+460
+3% +$3.83K 0.01% 773
2023
Q2 		$127K Sell
15,884
-6,807
-30% -$58.1K 0.02% 528
2023
Q1 		$187K Sell
22,691
-17,901
-44% -$143K 0.01% 786
2022
Q4 		$325K Buy
+40,592
New +$276K 0.02% 690

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

Ameritas Advisory Services's HLN Position: Q2 2026 in Review

Ameritas Advisory Services increased its Haleon (HLN) stake by 16% in Q2 2026, buying an estimated $23.9K and bringing the position to 18,641 shares worth $174K. The position accounts for ﹤0.01% of the portfolio, ranked #1102.

Ameritas Advisory Services first reported a position in HLN in Q4 2022 and has held it in 15 quarters since. The position peaked at $325K in Q4 2022. 643 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Ameritas Advisory Services held 18,641 shares of Haleon worth $174K as of Q2 2026.
  • Ameritas Advisory Services bought 2,573 Haleon shares in Q2 2026, an estimated $23.9K.
  • Haleon made up ﹤0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #1102 holding.
  • Ameritas Advisory Services first reported a position in Haleon in Q4 2022 and has held it in 15 quarters since.
  • Ameritas Advisory Services's Haleon position peaked at $325K in Q4 2022.
  • 643 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.