Aviso Financial’s Haleon HLN Stock Holding History

Aviso Financial’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	$84.8K	Buy	8,470 +6,867	+428%	+$71.4K	﹤0.01%	240
2025 Q4	$16.2K	Buy	+1,603	New	+$15.2K	﹤0.01%	266

Other funds holding HLN

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Aviso Financial's HLN Position: Q1 2026 in Review

Aviso Financial increased its Haleon (HLN) stake by 428% in Q1 2026, buying an estimated $71.4K and bringing the position to 8,470 shares worth $84.8K. The position accounts for ﹤0.01% of the portfolio, ranked #240.

Aviso Financial first reported a position in HLN in Q4 2025 and has held it in 2 quarters since. 621 funds tracked by Wall St. Rank hold HLN as of Q1 2026.

Aviso Financial held 8,470 shares of Haleon worth $84.8K as of Q1 2026.
Aviso Financial bought 6,867 Haleon shares in Q1 2026, an estimated $71.4K.
Haleon made up ﹤0.01% of Aviso Financial's portfolio in Q1 2026, its #240 holding.
Aviso Financial first reported a position in Haleon in Q4 2025 and has held it in 2 quarters since.
621 funds tracked by Wall St. Rank held Haleon as of Q1 2026.

Based on Aviso Financial's 13F filing for Q1 2026, filed 14 May 2026.