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Birchwood Financial Partners’s Haleon HLN Stock Holding History

Birchwood Financial Partners’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 		$3.31K Hold
355
– – ﹤0.01% 321
2026
Q1 		$3.55K Hold
355
– – ﹤0.01% 317
2025
Q4 		$3.59K Buy
+355
New +$3.38K ﹤0.01% 318

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

Birchwood Financial Partners's HLN Position: Q2 2026 in Review

Birchwood Financial Partners held its Haleon (HLN) position steady in Q2 2026 at 355 shares worth $3.31K. The position accounts for ﹤0.01% of the portfolio, ranked #321.

Birchwood Financial Partners first reported a position in HLN in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.59K in Q4 2025. 638 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Birchwood Financial Partners held 355 shares of Haleon worth $3.31K as of Q2 2026.
  • Birchwood Financial Partners left its Haleon share count unchanged in Q2 2026.
  • Haleon made up ﹤0.01% of Birchwood Financial Partners's portfolio in Q2 2026, its #321 holding.
  • Birchwood Financial Partners first reported a position in Haleon in Q4 2025 and has held it in 3 quarters since.
  • Birchwood Financial Partners's Haleon position peaked at $3.59K in Q4 2025.
  • 638 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.