Bank Julius Baer & Co
HLN icon

Bank Julius Baer & Co’s Haleon HLN Stock Holding History

Bank Julius Baer & Co’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 		$41.8M Buy
4,481,615
+125,239
+3% +$1.16M 0.11% 126
2026
Q1 		$43.6M Sell
4,356,376
-100,783
-2% -$1.05M 0.13% 112
2025
Q4 		$45.1M Buy
4,457,159
+153,530
+4% +$1.46M 0.12% 117
2025
Q3 		$38.6M Buy
4,303,629
+12,533
+0.3% +$121K 0.11% 117
2025
Q2 		$44.5M Buy
4,291,096
+119,340
+3% +$1.26M 0.13% 109
2025
Q1 		$42.9M Buy
4,171,756
+405,892
+11% +$4M 0.14% 110
2024
Q4 		$39.6M Buy
+3,765,864
New +$36.9M 0.12% 116

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

Bank Julius Baer & Co's HLN Position: Q2 2026 in Review

Bank Julius Baer & Co increased its Haleon (HLN) stake by 2.9% in Q2 2026, buying an estimated $1.16M and bringing the position to 4,481,615 shares worth $41.8M. The position accounts for 0.11% of the portfolio, ranked #126.

Bank Julius Baer & Co first reported a position in HLN in Q4 2024 and has held it in 7 quarters since. The position peaked at $45.1M in Q4 2025. 641 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Bank Julius Baer & Co held 4,481,615 shares of Haleon worth $41.8M as of Q2 2026.
  • Bank Julius Baer & Co bought 125,239 Haleon shares in Q2 2026, an estimated $1.16M.
  • Haleon made up 0.11% of Bank Julius Baer & Co's portfolio in Q2 2026, its #126 holding.
  • Bank Julius Baer & Co first reported a position in Haleon in Q4 2024 and has held it in 7 quarters since.
  • Bank Julius Baer & Co's Haleon position peaked at $45.1M in Q4 2025.
  • 641 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.