BFS
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Bare Financial Services’s Haleon HLN Stock Holding History

Bare Financial Services’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 		$19.1K Buy
2,049
+806
+65% +$7.49K ﹤0.01% 296
2026
Q1 		$12.4K Buy
1,243
+1,055
+561% +$11K ﹤0.01% 251
2025
Q4 		$1.9K Sell
188
-325
-63% -$3.09K ﹤0.01% 888
2025
Q3 		$4.6K Sell
513
-28
-5% -$270 ﹤0.01% 581
2025
Q2 		$5.61K Buy
+541
New +$5.71K ﹤0.01% 416

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

Bare Financial Services's HLN Position: Q2 2026 in Review

Bare Financial Services increased its Haleon (HLN) stake by 65% in Q2 2026, buying an estimated $7.49K and bringing the position to 2,049 shares worth $19.1K. The position accounts for ﹤0.01% of the portfolio, ranked #296.

Bare Financial Services first reported a position in HLN in Q2 2025 and has held it in 5 quarters since. 639 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Bare Financial Services held 2,049 shares of Haleon worth $19.1K as of Q2 2026.
  • Bare Financial Services bought 806 Haleon shares in Q2 2026, an estimated $7.49K.
  • Haleon made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #296 holding.
  • Bare Financial Services first reported a position in Haleon in Q2 2025 and has held it in 5 quarters since.
  • 639 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.