Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Haleon HLN Stock Holding History

Cambridge Investment Research Advisors’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 		$736K Buy
78,921
+24,376
+45% +$227K ﹤0.01% 2398
2026
Q1 		$546K Sell
54,545
-513
-0.9% -$5.34K ﹤0.01% 2714
2025
Q4 		$557K Buy
55,058
+1,051
+2% +$9.99K ﹤0.01% 2614
2025
Q3 		$484K Buy
54,007
+7,947
+17% +$76.5K ﹤0.01% 2708
2025
Q2 		$478K Sell
46,060
-5,711
-11% -$60.2K ﹤0.01% 2584
2025
Q1 		$533K Sell
51,771
-5,652
-10% -$55.6K ﹤0.01% 2378
2024
Q4 		$548K Sell
57,423
-5,375
-9% -$52.6K ﹤0.01% 2355
2024
Q3 		$664K Sell
62,798
-10,611
-14% -$103K ﹤0.01% 2186
2024
Q2 		$606K Buy
73,409
+1,959
+3% +$16.4K ﹤0.01% 2140
2024
Q1 		$607K Sell
71,450
-6,676
-9% -$55.8K ﹤0.01% 2109
2023
Q4 		$643K Sell
78,126
-6,055
-7% -$49.9K ﹤0.01% 1989
2023
Q3 		$701K Sell
84,181
-4,228
-5% -$35.2K ﹤0.01% 1808
2023
Q2 		$741K Sell
88,409
-6,338
-7% -$54.1K ﹤0.01% 1829
2023
Q1 		$771K Sell
94,747
-9,968
-10% -$79.5K ﹤0.01% 1753
2022
Q4 		$838K Sell
104,715
-4,735
-4% -$32.2K ﹤0.01% 1632
2022
Q3 		$667K Buy
+109,450
New +$708K ﹤0.01% 1743

Other funds holding HLN

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
GF
Goodman Financial Houston, Texas $647M AUM 24.17% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
TVPW
Third View Private Wealth Westport, Connecticut $814M AUM
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Cambridge Investment Research Advisors's HLN Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Haleon (HLN) stake by 45% in Q2 2026, buying an estimated $227K and bringing the position to 78,921 shares worth $736K. The position accounts for ﹤0.01% of the portfolio, ranked #2398.

Cambridge Investment Research Advisors first reported a position in HLN in Q3 2022 and has held it in 16 quarters since. The position peaked at $838K in Q4 2022. 213 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Cambridge Investment Research Advisors held 78,921 shares of Haleon worth $736K as of Q2 2026.
  • Cambridge Investment Research Advisors bought 24,376 Haleon shares in Q2 2026, an estimated $227K.
  • Haleon made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2398 holding.
  • Cambridge Investment Research Advisors first reported a position in Haleon in Q3 2022 and has held it in 16 quarters since.
  • Cambridge Investment Research Advisors's Haleon position peaked at $838K in Q4 2022.
  • 213 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.