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HLN icon

Ancora Advisors’s Haleon HLN Stock Holding History

Ancora 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 		$16K Sell
1,710
-2,845
-62% -$26.4K ﹤0.01% 1368
2026
Q1 		$45.6K Sell
4,555
-561
-11% -$5.84K ﹤0.01% 1176
2025
Q4 		$51.7K Buy
5,116
+4,318
+541% +$41K ﹤0.01% 1139
2025
Q3 		$7.16K Sell
798
-775
-49% -$7.46K ﹤0.01% 1447
2025
Q2 		$16.3K Buy
1,573
+74
+5% +$781 ﹤0.01% 1271
2025
Q1 		$15.4K Sell
1,499
-54
-3% -$532 ﹤0.01% 1243
2024
Q4 		$14.8K Hold
1,553
– – ﹤0.01% 1270
2024
Q3 		$16.4K Sell
1,553
-1
-0.1% -$10 ﹤0.01% 1233
2024
Q2 		$12.8K Sell
1,554
-300
-16% -$2.51K ﹤0.01% 1253
2024
Q1 		$15.7K Hold
1,854
– – ﹤0.01% 1239
2023
Q4 		$15.3K Hold
1,854
– – ﹤0.01% 1209
2023
Q3 		$15.4K Hold
1,854
– – ﹤0.01% 1197
2023
Q2 		$15.5K Sell
1,854
-7
-0.4% -$60 ﹤0.01% 1187
2023
Q1 		$15.1K Sell
1,861
-1,101
-37% -$8.78K ﹤0.01% 1195
2022
Q4 		$24K Buy
2,962
+750
+34% +$5.1K ﹤0.01% 1128
2022
Q3 		$13K Buy
+2,212
New +$14.3K ﹤0.01% 1430

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

Ancora Advisors's HLN Position: Q2 2026 in Review

Ancora Advisors reduced its Haleon (HLN) stake by 62% in Q2 2026, selling an estimated $26.4K and leaving 1,710 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #1368.

Ancora Advisors first reported a position in HLN in Q3 2022 and has held it in 16 quarters since. The position peaked at $51.7K in Q4 2025. 641 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Ancora Advisors held 1,710 shares of Haleon worth $16K as of Q2 2026.
  • Ancora Advisors sold 2,845 Haleon shares in Q2 2026, an estimated $26.4K.
  • Haleon made up ﹤0.01% of Ancora Advisors's portfolio in Q2 2026, its #1368 holding.
  • Ancora Advisors first reported a position in Haleon in Q3 2022 and has held it in 16 quarters since.
  • Ancora Advisors's Haleon position peaked at $51.7K in Q4 2025.
  • 641 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

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