Burk Holdings’s Haleon HLN Stock Holding History

Burk Holdings’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	$1.45K	Sell	155 -120	-44%	-$1.12K	﹤0.01%	547
2026 Q1	$2.75K	Buy	+275	New	+$2.86K	﹤0.01%	457

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

Burk Holdings's HLN Position: Q2 2026 in Review

Burk Holdings reduced its Haleon (HLN) stake by 44% in Q2 2026, selling an estimated $1.12K and leaving 155 shares worth $1.45K. The position accounts for ﹤0.01% of the portfolio, ranked #547.

Burk Holdings first reported a position in HLN in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.75K in Q1 2026. 641 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

Burk Holdings held 155 shares of Haleon worth $1.45K as of Q2 2026.
Burk Holdings sold 120 Haleon shares in Q2 2026, an estimated $1.12K.
Haleon made up ﹤0.01% of Burk Holdings's portfolio in Q2 2026, its #547 holding.
Burk Holdings first reported a position in Haleon in Q1 2026 and has held it in 2 quarters since.
Burk Holdings's Haleon position peaked at $2.75K in Q1 2026.
641 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.