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Aspect Partners’s Haleon HLN Stock Holding History

Aspect 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 		$933 Hold
100
– – ﹤0.01% 581
2026
Q1 		$1K Hold
100
– – ﹤0.01% 600
2025
Q4 		$1.01K Hold
100
– – ﹤0.01% 635
2025
Q3 		$897 Hold
100
– – ﹤0.01% 658
2025
Q2 		$1.04K Hold
100
– – ﹤0.01% 524
2025
Q1 		$1.03K Hold
100
– – ﹤0.01% 502
2024
Q4 		$954 Hold
100
– – ﹤0.01% 529
2024
Q3 		$1.06K Hold
100
– – ﹤0.01% 490
2024
Q2 		$826 Hold
100
– – ﹤0.01% 512
2024
Q1 		$849 Hold
100
– – ﹤0.01% 498
2023
Q4 		$823 Buy
+100
New +$824 ﹤0.01% 482

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

Aspect Partners's HLN Position: Q2 2026 in Review

Aspect Partners held its Haleon (HLN) position steady in Q2 2026 at 100 shares worth $933. The position accounts for ﹤0.01% of the portfolio, ranked #581.

Aspect Partners first reported a position in HLN in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.06K in Q3 2024. 641 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Aspect Partners held 100 shares of Haleon worth $933 as of Q2 2026.
  • Aspect Partners left its Haleon share count unchanged in Q2 2026.
  • Haleon made up ﹤0.01% of Aspect Partners's portfolio in Q2 2026, its #581 holding.
  • Aspect Partners first reported a position in Haleon in Q4 2023 and has held it in 11 quarters since.
  • Aspect Partners's Haleon position peaked at $1.06K in Q3 2024.
  • 641 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.