Boyd Watterson Asset Management’s Haleon HLN Stock Holding History

Boyd Watterson Asset Management’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	$1.97K	Hold	211	–	–	﹤0.01%	359
2026 Q1	$2.11K	Hold	211	–	–	﹤0.01%	355
2025 Q4	$2.13K	Hold	211	–	–	﹤0.01%	378
2025 Q3	$1.89K	Sell	211 -60	-22%	-$578	﹤0.01%	378
2025 Q2	$2.81K	Hold	271	–	–	﹤0.01%	365
2025 Q1	$2.79K	Hold	271	–	–	﹤0.01%	371
2024 Q4	$2.58K	Hold	271	–	–	﹤0.01%	384
2024 Q3	$2.87K	Sell	271 -45	-14%	-$435	﹤0.01%	382
2024 Q2	$2.61K	Hold	316	–	–	﹤0.01%	386
2024 Q1	$2.68K	Hold	316	–	–	﹤0.01%	382
2023 Q4	$2.6K	Hold	316	–	–	﹤0.01%	371
2023 Q3	$2.63K	Hold	316	–	–	﹤0.01%	361
2023 Q2	$2.65K	Hold	316	–	–	﹤0.01%	367
2023 Q1	$2.57K	Hold	316	–	–	﹤0.01%	368
2022 Q4	$2.53K	Buy	+316	New	+$2.15K	﹤0.01%	365

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

Boyd Watterson Asset Management's HLN Position: Q2 2026 in Review

Boyd Watterson Asset Management held its Haleon (HLN) position steady in Q2 2026 at 211 shares worth $1.97K. The position accounts for ﹤0.01% of the portfolio, ranked #359.

Boyd Watterson Asset Management first reported a position in HLN in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.87K in Q3 2024. 639 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

Boyd Watterson Asset Management held 211 shares of Haleon worth $1.97K as of Q2 2026.
Boyd Watterson Asset Management left its Haleon share count unchanged in Q2 2026.
Haleon made up ﹤0.01% of Boyd Watterson Asset Management's portfolio in Q2 2026, its #359 holding.
Boyd Watterson Asset Management first reported a position in Haleon in Q4 2022 and has held it in 15 quarters since.
Boyd Watterson Asset Management's Haleon position peaked at $2.87K in Q3 2024.
639 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Boyd Watterson Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.