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Caldwell Sutter Capital’s Haleon HLN Stock Holding History

Caldwell Sutter Capital’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 		$9.03K Sell
968
-10
-1% -$93 ﹤0.01% 626
2026
Q1 		$9.79K Sell
978
-31
-3% -$323 ﹤0.01% 559
2025
Q4 		$10.2K Hold
1,009
– – ﹤0.01% 547
2025
Q3 		$9.05K Hold
1,009
– – ﹤0.01% 567
2025
Q2 		$10.5K Sell
1,009
-53
-5% -$559 ﹤0.01% 528
2025
Q1 		$10.9K Sell
1,062
-104
-9% -$1.02K 0.01% 528
2024
Q4 		$11.1K Hold
1,166
– – 0.01% 538
2024
Q3 		$12.3K Sell
1,166
-425
-27% -$4.11K 0.01% 537
2024
Q2 		$13.1K Sell
1,591
-1,125
-41% -$9.4K 0.01% 527
2024
Q1 		$23.1K Sell
2,716
-773
-22% -$6.46K 0.01% 457
2023
Q4 		$28.7K Sell
3,489
-959
-22% -$7.9K 0.01% 412
2023
Q3 		$37.1K Sell
4,448
-4,057
-48% -$33.8K 0.02% 361
2023
Q2 		$71.3K Buy
8,505
+4,016
+89% +$34.3K 0.04% 292
2023
Q1 		$36.5K Buy
+4,489
New +$35.8K 0.03% 276

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

Caldwell Sutter Capital's HLN Position: Q2 2026 in Review

Caldwell Sutter Capital reduced its Haleon (HLN) stake by 1% in Q2 2026, selling an estimated $93 and leaving 968 shares worth $9.03K. The position accounts for ﹤0.01% of the portfolio, ranked #626.

Caldwell Sutter Capital first reported a position in HLN in Q1 2023 and has held it in 14 quarters since. The position peaked at $71.3K in Q2 2023. 639 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Caldwell Sutter Capital held 968 shares of Haleon worth $9.03K as of Q2 2026.
  • Caldwell Sutter Capital sold 10 Haleon shares in Q2 2026, an estimated $93.
  • Haleon made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #626 holding.
  • Caldwell Sutter Capital first reported a position in Haleon in Q1 2023 and has held it in 14 quarters since.
  • Caldwell Sutter Capital's Haleon position peaked at $71.3K in Q2 2023.
  • 639 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.