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
Q2 		$4.14M Sell
443,467
-15,738
-3% -$146K 0.01% 1199
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 $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

Cerity Partners's HLN Position: Q2 2026 in Review

Cerity Partners reduced its Haleon (HLN) stake by 3.4% in Q2 2026, selling an estimated $146K and leaving 443,467 shares worth $4.14M. The position accounts for 0.01% of the portfolio, ranked #1199.

Cerity Partners first reported a position in HLN in Q3 2022 and has held it in 16 quarters since. The position peaked at $6.1M in Q3 2024. 646 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Cerity Partners held 443,467 shares of Haleon worth $4.14M as of Q2 2026.
  • Cerity Partners sold 15,738 Haleon shares in Q2 2026, an estimated $146K.
  • Haleon made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #1199 holding.
  • Cerity Partners first reported a position in Haleon in Q3 2022 and has held it in 16 quarters since.
  • Cerity Partners's Haleon position peaked at $6.1M in Q3 2024.
  • 646 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.