Cardiff Park Advisors’s Haleon HLN Stock Holding History

Cardiff Park 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	$137K	Sell	14,725 -160	-1%	-$1.49K	0.01%	288
2026 Q1	$149K	Hold	14,885	–	–	0.01%	296
2025 Q4	$150K	Hold	14,885	–	–	0.01%	283
2025 Q3	$134K	Hold	14,885	–	–	0.01%	305
2025 Q2	$154K	Hold	14,885	–	–	0.01%	272
2025 Q1	$153K	Hold	14,885	–	–	0.01%	271
2024 Q4	$142K	Hold	14,885	–	–	0.01%	268
2024 Q3	$157K	Hold	14,885	–	–	0.01%	263
2024 Q2	$123K	Hold	14,885	–	–	0.01%	261
2024 Q1	$126K	Sell	14,885 -76	-0.5%	-$635	0.01%	280
2023 Q4	$123K	Hold	14,961	–	–	0.01%	257
2023 Q3	$125K	Buy	+14,961	New	+$125K	0.02%	232
2022 Q4	–	Sell	-13,760	Closed	-$84K	–	320
2022 Q3	$84K	Buy	+13,760	New	+$89.1K	0.01%	262

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

Cardiff Park Advisors's HLN Position: Q2 2026 in Review

Cardiff Park Advisors reduced its Haleon (HLN) stake by 1.1% in Q2 2026, selling an estimated $1.49K and leaving 14,725 shares worth $137K. The position accounts for 0.01% of the portfolio, ranked #288.

Cardiff Park Advisors first reported a position in HLN in Q3 2022 and has held it in 13 quarters since. The position peaked at $157K in Q3 2024. 641 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

Cardiff Park Advisors held 14,725 shares of Haleon worth $137K as of Q2 2026.
Cardiff Park Advisors sold 160 Haleon shares in Q2 2026, an estimated $1.49K.
Haleon made up 0.01% of Cardiff Park Advisors's portfolio in Q2 2026, its #288 holding.
Cardiff Park Advisors first reported a position in Haleon in Q3 2022 and has held it in 13 quarters since.
Cardiff Park Advisors's Haleon position peaked at $157K in Q3 2024.
641 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Cardiff Park Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.