AFG
HLN icon

Atomi Financial Group’s Haleon HLN Stock Holding History

Atomi Financial Group’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 		$427K Sell
45,768
-4,517
-9% -$42K 0.01% 847
2026
Q1 		$503K Buy
50,285
+15,740
+46% +$164K 0.02% 711
2025
Q4 		$349K Buy
34,545
+599
+2% +$5.69K 0.01% 861
2025
Q3 		$304K Sell
33,946
-1,330
-4% -$12.8K 0.01% 882
2025
Q2 		$366K Buy
35,276
+1,512
+4% +$15.9K 0.01% 721
2025
Q1 		$347K Sell
33,764
-111
-0.3% -$1.09K 0.02% 695
2024
Q4 		$323K Buy
33,875
+11,357
+50% +$111K 0.02% 689
2024
Q3 		$238K Buy
22,518
+7,330
+48% +$70.9K 0.01% 774
2024
Q2 		$125K Buy
15,188
+4,681
+45% +$39.1K 0.01% 769
2024
Q1 		$89.2K Buy
+10,507
New +$87.8K 0.01% 714

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

Atomi Financial Group's HLN Position: Q2 2026 in Review

Atomi Financial Group reduced its Haleon (HLN) stake by 9% in Q2 2026, selling an estimated $42K and leaving 45,768 shares worth $427K. The position accounts for 0.01% of the portfolio, ranked #847.

Atomi Financial Group first reported a position in HLN in Q1 2024 and has held it in 10 quarters since. The position peaked at $503K in Q1 2026. 645 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Atomi Financial Group held 45,768 shares of Haleon worth $427K as of Q2 2026.
  • Atomi Financial Group sold 4,517 Haleon shares in Q2 2026, an estimated $42K.
  • Haleon made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #847 holding.
  • Atomi Financial Group first reported a position in Haleon in Q1 2024 and has held it in 10 quarters since.
  • Atomi Financial Group's Haleon position peaked at $503K in Q1 2026.
  • 645 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.