Bell Investment Advisors’s Haleon HLN Stock Holding History

Bell Investment 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	$5.13K	Sell	550 -110	-17%	-$1.02K	﹤0.01%	963
2026 Q1	$6.61K	Buy	660 +334	+102%	+$3.48K	﹤0.01%	844
2025 Q4	$3.3K	Buy	326 +137	+72%	+$1.3K	﹤0.01%	1156
2025 Q3	$1.7K	Sell	189 -82	-30%	-$790	﹤0.01%	1387
2025 Q2	$2.81K	Hold	271	–	–	﹤0.01%	1221
2025 Q1	$2.79K	Hold	271	–	–	﹤0.01%	1177
2024 Q4	$2.59K	Hold	271	–	–	﹤0.01%	1229
2024 Q3	$2.87K	Hold	271	–	–	﹤0.01%	1203
2024 Q2	$2.24K	Hold	271	–	–	﹤0.01%	1307
2024 Q1	$2.3K	Hold	271	–	–	﹤0.01%	1295
2023 Q4	$2.23K	Hold	271	–	–	﹤0.01%	1285
2023 Q3	$2.26K	Hold	271	–	–	﹤0.01%	1207
2023 Q2	$2.27K	Hold	271	–	–	﹤0.01%	1232
2023 Q1	$2.21K	Sell	271 -84	-24%	-$670	﹤0.01%	1213
2022 Q4	$2.84K	Buy	355 +74	+26%	+$504	﹤0.01%	1094
2022 Q3	$2K	Buy	+281	New	+$1.82K	﹤0.01%	1120

Other funds holding HLN

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bell Investment Advisors's HLN Position: Q2 2026 in Review

Bell Investment Advisors reduced its Haleon (HLN) stake by 17% in Q2 2026, selling an estimated $1.02K and leaving 550 shares worth $5.13K. The position accounts for ﹤0.01% of the portfolio, ranked #963.

Bell Investment Advisors first reported a position in HLN in Q3 2022 and has held it in 16 quarters since. The position peaked at $6.61K in Q1 2026. 639 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

Bell Investment Advisors held 550 shares of Haleon worth $5.13K as of Q2 2026.
Bell Investment Advisors sold 110 Haleon shares in Q2 2026, an estimated $1.02K.
Haleon made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #963 holding.
Bell Investment Advisors first reported a position in Haleon in Q3 2022 and has held it in 16 quarters since.
Bell Investment Advisors's Haleon position peaked at $6.61K in Q1 2026.
639 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.