BGAI
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Bruce G. Allen Investments’s Haleon HLN Stock Holding History

Bruce G. Allen Investments’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 		$13.2K Buy
1,322
+466
+54% +$4.85K 0.01% 451
2025
Q4 		$8.65K Buy
856
+825
+2,661% +$7.84K 0.01% 494
2025
Q3 		$278 Hold
31
– – ﹤0.01% 1028
2025
Q2 		$321 Hold
31
– – ﹤0.01% 1017
2025
Q1 		$319 Hold
31
– – ﹤0.01% 1012
2024
Q4 		$296 Sell
31
-489
-94% -$4.79K ﹤0.01% 1034
2024
Q3 		$5.5K Buy
520
+489
+1,577% +$4.73K ﹤0.01% 564
2024
Q2 		$256 Hold
31
– – ﹤0.01% 933
2024
Q1 		$263 Hold
31
– – ﹤0.01% 919
2023
Q4 		$255 Buy
+31
New +$256 ﹤0.01% 970

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

Bruce G. Allen Investments's HLN Position: Q1 2026 in Review

Bruce G. Allen Investments increased its Haleon (HLN) stake by 54% in Q1 2026, buying an estimated $4.85K and bringing the position to 1,322 shares worth $13.2K. The position accounts for 0.01% of the portfolio, ranked #451.

Bruce G. Allen Investments first reported a position in HLN in Q4 2023 and has held it in 10 quarters since. 621 funds tracked by Wall St. Rank hold HLN as of Q1 2026.

  • Bruce G. Allen Investments held 1,322 shares of Haleon worth $13.2K as of Q1 2026.
  • Bruce G. Allen Investments bought 466 Haleon shares in Q1 2026, an estimated $4.85K.
  • Haleon made up 0.01% of Bruce G. Allen Investments's portfolio in Q1 2026, its #451 holding.
  • Bruce G. Allen Investments first reported a position in Haleon in Q4 2023 and has held it in 10 quarters since.
  • 621 funds tracked by Wall St. Rank held Haleon as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.