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Beacon Pointe Advisors’s Haleon HLN Stock Holding History

Beacon Pointe Advisors’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 		$261K Sell
27,933
-20,566
-42% -$191K ﹤0.01% 1683
2026
Q1 		$485K Buy
48,499
+22,763
+88% +$237K ﹤0.01% 1315
2025
Q4 		$260K Buy
25,736
+7,342
+40% +$69.8K ﹤0.01% 1333
2025
Q3 		$165K Buy
18,394
+5,001
+37% +$48.2K ﹤0.01% 1336
2025
Q2 		$139K Sell
13,393
-12,798
-49% -$135K ﹤0.01% 1207
2025
Q1 		$270K Buy
26,191
+11,036
+73% +$109K ﹤0.01% 1064
2024
Q4 		$145K Buy
15,155
+386
+3% +$3.78K ﹤0.01% 1166
2024
Q3 		$156K Sell
14,769
-3,330
-18% -$32.2K ﹤0.01% 1175
2024
Q2 		$149K Buy
18,099
+2,277
+14% +$19K ﹤0.01% 1209
2024
Q1 		$134K Buy
15,822
+1,222
+8% +$10.2K ﹤0.01% 1292
2023
Q4 		$120K Buy
14,600
+629
+5% +$5.18K ﹤0.01% 1268
2023
Q3 		$116K Buy
13,971
+410
+3% +$3.41K ﹤0.01% 1272
2023
Q2 		$114K Sell
13,561
-3,116
-19% -$26.6K ﹤0.01% 1043
2023
Q1 		$136K Buy
16,677
+3,367
+25% +$26.8K ﹤0.01% 1092
2022
Q4 		$106K Buy
+13,310
New +$90.6K ﹤0.01% 1021

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

Beacon Pointe Advisors's HLN Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Haleon (HLN) stake by 42% in Q2 2026, selling an estimated $191K and leaving 27,933 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #1683.

Beacon Pointe Advisors first reported a position in HLN in Q4 2022 and has held it in 15 quarters since. The position peaked at $485K in Q1 2026. 641 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Beacon Pointe Advisors held 27,933 shares of Haleon worth $261K as of Q2 2026.
  • Beacon Pointe Advisors sold 20,566 Haleon shares in Q2 2026, an estimated $191K.
  • Haleon made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1683 holding.
  • Beacon Pointe Advisors first reported a position in Haleon in Q4 2022 and has held it in 15 quarters since.
  • Beacon Pointe Advisors's Haleon position peaked at $485K in Q1 2026.
  • 641 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.