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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
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 $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Beacon Pointe Advisors's HLN Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Haleon (HLN) stake by 88% in Q1 2026, buying an estimated $237K and bringing the position to 48,499 shares worth $485K. The position accounts for ﹤0.01% of the portfolio, ranked #1315.

Beacon Pointe Advisors first reported a position in HLN in Q4 2022 and has held it in 14 quarters since. 619 funds tracked by Wall St. Rank hold HLN as of Q1 2026.

  • Beacon Pointe Advisors held 48,499 shares of Haleon worth $485K as of Q1 2026.
  • Beacon Pointe Advisors bought 22,763 Haleon shares in Q1 2026, an estimated $237K.
  • Haleon made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1315 holding.
  • Beacon Pointe Advisors first reported a position in Haleon in Q4 2022 and has held it in 14 quarters since.
  • 619 funds tracked by Wall St. Rank held Haleon as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.