Baird Financial Group
HLN icon

Baird Financial Group’s Haleon HLN Stock Holding History

Baird 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 		$266K Buy
28,551
+843
+3% +$7.84K ﹤0.01% 1770
2026
Q1 		$277K Buy
27,708
+337
+1% +$3.51K ﹤0.01% 1667
2025
Q4 		$277K Buy
27,371
+11,133
+69% +$106K ﹤0.01% 1651
2025
Q3 		$146K Sell
16,238
-2,068
-11% -$19.9K ﹤0.01% 1758
2025
Q2 		$190K Sell
18,306
-51,044
-74% -$538K ﹤0.01% 1711
2025
Q1 		$714K Buy
69,350
+50,328
+265% +$495K ﹤0.01% 1288
2024
Q4 		$181K Buy
19,022
+5,805
+44% +$56.8K ﹤0.01% 1694
2024
Q3 		$140K Sell
13,217
-5,477
-29% -$53K ﹤0.01% 1682
2024
Q2 		$154K Sell
18,694
-13,192
-41% -$110K ﹤0.01% 1698
2024
Q1 		$271K Buy
31,886
+11,435
+56% +$95.6K ﹤0.01% 1588
2023
Q4 		$168K Buy
20,451
+1,865
+10% +$15.4K ﹤0.01% 1653
2023
Q3 		$155K Sell
18,586
-4,165
-18% -$34.7K ﹤0.01% 1642
2023
Q2 		$191K Sell
22,751
-427
-2% -$3.64K ﹤0.01% 1622
2023
Q1 		$189K Sell
23,178
-8,758
-27% -$69.8K ﹤0.01% 1624
2022
Q4 		$255K Sell
31,936
-23,081
-42% -$157K ﹤0.01% 1512
2022
Q3 		$335K Buy
+55,017
New +$356K ﹤0.01% 1420

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

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

Baird Financial Group increased its Haleon (HLN) stake by 3% in Q2 2026, buying an estimated $7.84K and bringing the position to 28,551 shares worth $266K. The position accounts for ﹤0.01% of the portfolio, ranked #1770.

Baird Financial Group first reported a position in HLN in Q3 2022 and has held it in 16 quarters since. The position peaked at $714K in Q1 2025. 641 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Baird Financial Group held 28,551 shares of Haleon worth $266K as of Q2 2026.
  • Baird Financial Group bought 843 Haleon shares in Q2 2026, an estimated $7.84K.
  • Haleon made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1770 holding.
  • Baird Financial Group first reported a position in Haleon in Q3 2022 and has held it in 16 quarters since.
  • Baird Financial Group's Haleon position peaked at $714K in Q1 2025.
  • 641 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.