Benjamin Edwards Inc’s Haleon HLN Stock Holding History

Benjamin Edwards Inc’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	$2.61M	Buy	280,008 +48,902	+21%	+$455K	0.02%	497
2026 Q1	$2.31M	Buy	231,106 +46,958	+26%	+$489K	0.02%	503
2025 Q4	$1.86M	Buy	184,148 +39,184	+27%	+$372K	0.02%	530
2025 Q3	$1.3M	Buy	144,964 +44,452	+44%	+$428K	0.01%	611
2025 Q2	$1.04M	Buy	100,512 +21,761	+28%	+$230K	0.01%	616
2025 Q1	$810K	Sell	78,751 -5,709	-7%	-$56.2K	0.01%	643
2024 Q4	$806K	Buy	84,460 +8,409	+11%	+$82.3K	0.01%	681
2024 Q3	$805K	Buy	+76,051	New	+$735K	0.01%	651
2024 Q1	–	Sell	-150	Closed	-$1K	–	730
2023 Q4	$1K	Buy	+150	New	+$1.24K	﹤0.01%	628
2023 Q3	–	Sell	-142	Closed	-$1K	–	657
2023 Q2	$1K	Hold	142	–	–	﹤0.01%	656
2023 Q1	$1K	Sell	142 -148	-51%	-$1.18K	﹤0.01%	680
2022 Q4	$2K	Hold	290	–	–	﹤0.01%	682
2022 Q3	$2K	Buy	+290	New	+$1.88K	﹤0.01%	658

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

Benjamin Edwards Inc's HLN Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Haleon (HLN) stake by 21% in Q2 2026, buying an estimated $455K and bringing the position to 280,008 shares worth $2.61M. The position accounts for 0.02% of the portfolio, ranked #497.

Benjamin Edwards Inc first reported a position in HLN in Q3 2022 and has held it in 13 quarters since. 638 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

Benjamin Edwards Inc held 280,008 shares of Haleon worth $2.61M as of Q2 2026.
Benjamin Edwards Inc bought 48,902 Haleon shares in Q2 2026, an estimated $455K.
Haleon made up 0.02% of Benjamin Edwards Inc's portfolio in Q2 2026, its #497 holding.
Benjamin Edwards Inc first reported a position in Haleon in Q3 2022 and has held it in 13 quarters since.
638 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.