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Cary Street Partners’s Haleon HLN Stock Holding History

Cary Street Partners’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 		– Sell
-6,162
Closed -$61.7K – 1098
2026
Q1 		$61.7K Buy
6,162
+469
+8% +$4.88K ﹤0.01% 930
2025
Q4 		$57.6K Buy
5,693
+75
+1% +$713 ﹤0.01% 929
2025
Q3 		$50.4K Sell
5,618
-1,028
-15% -$9.9K ﹤0.01% 886
2025
Q2 		$68.9K Buy
6,646
+1,113
+20% +$11.7K ﹤0.01% 854
2025
Q1 		$56.9K Sell
5,533
-13,635
-71% -$134K ﹤0.01% 822
2024
Q4 		$183K Buy
+19,168
New +$188K 0.01% 738

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

Cary Street Partners's HLN Position: Q2 2026 in Review

Cary Street Partners sold out of Haleon (HLN) in Q2 2026, closing a stake of 6,162 shares — an estimated $61.7K sold.

Cary Street Partners first reported a position in HLN in Q4 2024 and held it in 6 quarters. The position peaked at $183K in Q4 2024. 641 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Cary Street Partners reported no remaining Haleon position as of Q2 2026 after selling out during the quarter.
  • Cary Street Partners sold 6,162 Haleon shares in Q2 2026, an estimated $61.7K.
  • Cary Street Partners first reported a position in Haleon in Q4 2024 and held it in 6 quarters.
  • Cary Street Partners's Haleon position peaked at $183K in Q4 2024.
  • 641 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.