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Atlas Capital Advisors’s Haleon HLN Stock Holding History

Atlas 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
Q1 		$20.7K Hold
2,069
– – ﹤0.01% 749
2025
Q4 		$20.9K Buy
+2,069
New +$19.7K ﹤0.01% 711
2025
Q2 		$29.9K Hold
2,885
– – ﹤0.01% 680
2025
Q1 		$29.7K Hold
2,885
– – ﹤0.01% 692
2024
Q4 		$27.5K Hold
2,885
– – ﹤0.01% 685
2024
Q3 		$30.5K Hold
2,885
– – ﹤0.01% 636
2024
Q2 		$23.8K Hold
2,885
– – ﹤0.01% 675
2024
Q1 		$24.5K Sell
2,885
-8,122
-74% -$67.9K ﹤0.01% 650
2023
Q4 		$90.6K Buy
11,007
+2,209
+25% +$18.2K 0.01% 515
2023
Q3 		$73.3K Hold
8,798
– – 0.01% 493
2023
Q2 		$73.7K Hold
8,798
– – 0.01% 525
2023
Q1 		$71.6K Hold
8,798
– – 0.01% 514
2022
Q4 		$70.4K Hold
8,798
– – 0.01% 490
2022
Q3 		$53.6K Buy
+8,798
New +$56.9K 0.01% 523

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

Atlas Capital Advisors's HLN Position: Q1 2026 in Review

Atlas Capital Advisors held its Haleon (HLN) position steady in Q1 2026 at 2,069 shares worth $20.7K. The position accounts for ﹤0.01% of the portfolio, ranked #749.

Atlas Capital Advisors first reported a position in HLN in Q3 2022 and has held it in 14 quarters since. The position peaked at $90.6K in Q4 2023. 621 funds tracked by Wall St. Rank hold HLN as of Q1 2026.

  • Atlas Capital Advisors held 2,069 shares of Haleon worth $20.7K as of Q1 2026.
  • Atlas Capital Advisors left its Haleon share count unchanged in Q1 2026.
  • Haleon made up ﹤0.01% of Atlas Capital Advisors's portfolio in Q1 2026, its #749 holding.
  • Atlas Capital Advisors first reported a position in Haleon in Q3 2022 and has held it in 14 quarters since.
  • Atlas Capital Advisors's Haleon position peaked at $90.6K in Q4 2023.
  • 621 funds tracked by Wall St. Rank held Haleon as of Q1 2026.

Based on Atlas Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.