Arax Advisory Partners’s Haleon HLN Stock Holding History

Arax Advisory Partners’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	$763K	Buy	81,966 +79,039	+2,700%	+$735K	0.01%	1361
2026 Q1	$29.3K	Sell	2,927 -5,765	-66%	-$60K	﹤0.01%	1908
2025 Q4	$87.9K	Sell	8,692 -610	-7%	-$5.8K	﹤0.01%	1384
2025 Q3	$83.4K	Buy	9,302 +4,916	+112%	+$47.3K	﹤0.01%	1605
2025 Q2	$61.2K	Sell	4,386 -33	-0.7%	-$348	﹤0.01%	1144
2025 Q1	$45.5K	Sell	4,419 -633	-13%	-$6.23K	﹤0.01%	982
2024 Q4	$48.2K	Sell	5,052 -254	-5%	-$2.48K	﹤0.01%	919
2024 Q3	$56.1K	Sell	5,306 -106	-2%	-$1.02K	0.01%	674
2024 Q2	$44.7K	Sell	5,412 -219	-4%	-$1.83K	﹤0.01%	700
2024 Q1	$47.8K	Buy	5,631 +173	+3%	+$1.45K	0.01%	511
2023 Q4	$44.9K	Buy	5,458 +4,477	+456%	+$36.9K	0.01%	502
2023 Q3	$8.17K	Hold	981	–	–	﹤0.01%	770
2023 Q2	$8.22K	Buy	981 +1	+0.1%	+$9	﹤0.01%	752
2023 Q1	$7.98K	Hold	980	–	–	﹤0.01%	734
2022 Q4	$7.84K	Hold	980	–	–	﹤0.01%	684
2022 Q3	$6K	Buy	+980	New	+$6.34K	﹤0.01%	749

Other funds holding HLN

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Arax Advisory Partners's HLN Position: Q2 2026 in Review

Arax Advisory Partners increased its Haleon (HLN) stake by 2,700% in Q2 2026, buying an estimated $735K and bringing the position to 81,966 shares worth $763K. The position accounts for 0.01% of the portfolio, ranked #1361.

Arax Advisory Partners first reported a position in HLN in Q3 2022 and has held it in 16 quarters since. 639 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

Arax Advisory Partners held 81,966 shares of Haleon worth $763K as of Q2 2026.
Arax Advisory Partners bought 79,039 Haleon shares in Q2 2026, an estimated $735K.
Haleon made up 0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1361 holding.
Arax Advisory Partners first reported a position in Haleon in Q3 2022 and has held it in 16 quarters since.
639 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.