Aspect Partners
HLN icon

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
Q3 		$900 Hold
100
– – ﹤0.01% 591
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

Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Archford Capital Strategies
Archford Capital Strategies Swansea, Illinois $1.01B AUM 23.17% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Euro Pacific Asset Management
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return

Aspect Partners's HLN Position: Q3 2026 in Review

Aspect Partners held its Haleon (HLN) position steady in Q3 2026 at 100 shares worth $900. The position accounts for ﹤0.01% of the portfolio, ranked #591.

Aspect Partners first reported a position in HLN in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.06K in Q3 2024. 144 funds tracked by Wall St. Rank hold HLN as of Q3 2026.

  • Aspect Partners held 100 shares of Haleon worth $900 as of Q3 2026.
  • Aspect Partners left its Haleon share count unchanged in Q3 2026.
  • Haleon made up ﹤0.01% of Aspect Partners's portfolio in Q3 2026, its #591 holding.
  • Aspect Partners first reported a position in Haleon in Q4 2023 and has held it in 12 quarters since.
  • Aspect Partners's Haleon position peaked at $1.06K in Q3 2024.
  • 144 funds tracked by Wall St. Rank held Haleon as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.