Cerity Partners
HLN icon

Cerity Partners’s Haleon HLN Stock Holding History

Cerity 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
Q1 		$4.6M Buy
459,205
+13,589
+3% +$141K 0.01% 1052
2025
Q4 		$4.51M Sell
445,616
-12,360
-3% -$117K 0.01% 965
2025
Q3 		$4.11M Sell
457,976
-48,396
-10% -$466K 0.01% 949
2025
Q2 		$5.25M Sell
506,372
-56,413
-10% -$595K 0.01% 785
2025
Q1 		$5.79M Sell
562,785
-21,379
-4% -$210K 0.01% 679
2024
Q4 		$5.95M Buy
584,164
+7,631
+1% +$74.7K 0.01% 648
2024
Q3 		$6.1M Buy
576,533
+109,311
+23% +$1.06M 0.01% 633
2024
Q2 		$3.86M Sell
467,222
-204,266
-30% -$1.71M 0.01% 688
2024
Q1 		$5.7M Buy
671,488
+519,253
+341% +$4.34M 0.02% 613
2023
Q4 		$1.25M Buy
152,235
+115,342
+313% +$951K ﹤0.01% 911
2023
Q3 		$307K Sell
36,893
-74,082
-67% -$617K ﹤0.01% 1141
2023
Q2 		$930K Buy
110,975
+1,912
+2% +$16.3K ﹤0.01% 950
2023
Q1 		$4.15M Buy
109,063
+37,073
+51% +$296K 0.01% 531
2022
Q4 		$576K Buy
71,990
+7,575
+12% +$51.5K ﹤0.01% 881
2022
Q3 		$393K Buy
+64,415
New +$417K ﹤0.01% 796

Other funds holding HLN

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Cerity Partners's HLN Position: Q1 2026 in Review

Cerity Partners increased its Haleon (HLN) stake by 3% in Q1 2026, buying an estimated $141K and bringing the position to 459,205 shares worth $4.6M. The position accounts for 0.01% of the portfolio, ranked #1052.

Cerity Partners first reported a position in HLN in Q3 2022 and has held it in 15 quarters since. The position peaked at $6.1M in Q3 2024. 619 funds tracked by Wall St. Rank hold HLN as of Q1 2026.

  • Cerity Partners held 459,205 shares of Haleon worth $4.6M as of Q1 2026.
  • Cerity Partners bought 13,589 Haleon shares in Q1 2026, an estimated $141K.
  • Haleon made up 0.01% of Cerity Partners's portfolio in Q1 2026, its #1052 holding.
  • Cerity Partners first reported a position in Haleon in Q3 2022 and has held it in 15 quarters since.
  • Cerity Partners's Haleon position peaked at $6.1M in Q3 2024.
  • 619 funds tracked by Wall St. Rank held Haleon as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.