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Annis Gardner Whiting Capital Advisors’s Haleon HLN Stock Holding History

Annis Gardner Whiting Capital 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 		– Sell
-3,002
Closed -$30.1K – 730
2026
Q1 		$30.1K Buy
3,002
+2,404
+402% +$25K ﹤0.01% 658
2025
Q4 		$6.05K Buy
+598
New +$5.68K ﹤0.01% 844
2025
Q3 		– Sell
-1,170
Closed -$12.1K – 1296
2025
Q2 		$12.1K Buy
+1,170
New +$12.3K ﹤0.01% 667

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

Annis Gardner Whiting Capital Advisors's HLN Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Haleon (HLN) in Q2 2026, closing a stake of 3,002 shares — an estimated $30.1K sold.

Annis Gardner Whiting Capital Advisors first reported a position in HLN in Q2 2025 and held it in 3 quarters. The position peaked at $30.1K in Q1 2026. 639 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Haleon position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 3,002 Haleon shares in Q2 2026, an estimated $30.1K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Haleon in Q2 2025 and held it in 3 quarters.
  • Annis Gardner Whiting Capital Advisors's Haleon position peaked at $30.1K in Q1 2026.
  • 639 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.