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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
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 $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Ancora Advisors's HLN Position: Q1 2026 in Review

Ancora Advisors reduced its Haleon (HLN) stake by 11% in Q1 2026, selling an estimated $5.84K and leaving 4,555 shares worth $45.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1176.

Ancora Advisors first reported a position in HLN in Q3 2022 and has held it in 15 quarters since. The position peaked at $51.7K in Q4 2025. 620 funds tracked by Wall St. Rank hold HLN as of Q1 2026.

  • Ancora Advisors held 4,555 shares of Haleon worth $45.6K as of Q1 2026.
  • Ancora Advisors sold 561 Haleon shares in Q1 2026, an estimated $5.84K.
  • Haleon made up ﹤0.01% of Ancora Advisors's portfolio in Q1 2026, its #1176 holding.
  • Ancora Advisors first reported a position in Haleon in Q3 2022 and has held it in 15 quarters since.
  • Ancora Advisors's Haleon position peaked at $51.7K in Q4 2025.
  • 620 funds tracked by Wall St. Rank held Haleon as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.