Capital Fund Management (CFM)
HLN icon

Capital Fund Management (CFM)’s Haleon HLN Stock Holding History

Capital Fund Management (CFM)’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 		$9.84M Buy
1,054,437
+633,386
+150% +$5.89M 0.04% 594
2026
Q1 		$4.21M Sell
421,051
-151,893
-27% -$1.58M 0.02% 979
2025
Q4 		$5.79M Sell
572,944
-223,899
-28% -$2.13M 0.02% 1107
2025
Q3 		$7.15M Buy
796,843
+245,855
+45% +$2.37M 0.02% 1030
2025
Q2 		$5.71M Buy
550,988
+442,160
+406% +$4.66M 0.02% 1064
2025
Q1 		$1.12M Buy
108,828
+54,407
+100% +$536K ﹤0.01% 1631
2024
Q4 		$519K Sell
54,421
-168,779
-76% -$1.65M ﹤0.01% 1900
2024
Q3 		$2.36M Buy
+223,200
New +$2.16M 0.01% 1357

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

Capital Fund Management (CFM)'s HLN Position: Q2 2026 in Review

Capital Fund Management (CFM) increased its Haleon (HLN) stake by 150% in Q2 2026, buying an estimated $5.89M and bringing the position to 1,054,437 shares worth $9.84M. The position accounts for 0.04% of the portfolio, ranked #594.

Capital Fund Management (CFM) first reported a position in HLN in Q3 2024 and has held it in 8 quarters since. 639 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Capital Fund Management (CFM) held 1,054,437 shares of Haleon worth $9.84M as of Q2 2026.
  • Capital Fund Management (CFM) bought 633,386 Haleon shares in Q2 2026, an estimated $5.89M.
  • Haleon made up 0.04% of Capital Fund Management (CFM)'s portfolio in Q2 2026, its #594 holding.
  • Capital Fund Management (CFM) first reported a position in Haleon in Q3 2024 and has held it in 8 quarters since.
  • 639 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q2 2026, filed 13 Aug 2026.