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Choate Investment Advisors’s Haleon HLN Stock Holding History

Choate Investment 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 		$148K Sell
15,821
-1,195
-7% -$11.1K ﹤0.01% 467
2026
Q1 		$170K Buy
17,016
+10
+0.1% +$104 ﹤0.01% 432
2025
Q4 		$172K Sell
17,006
-5,934
-26% -$56.4K ﹤0.01% 433
2025
Q3 		$206K Sell
22,940
-503
-2% -$4.84K ﹤0.01% 410
2025
Q2 		$243K Sell
23,443
-4,358
-16% -$46K 0.01% 368
2025
Q1 		$286K Sell
27,801
-639
-2% -$6.29K 0.01% 334
2024
Q4 		$271K Buy
28,440
+2,182
+8% +$21.4K 0.01% 345
2024
Q3 		$278K Hold
26,258
– – 0.01% 328
2024
Q2 		$217K Sell
26,258
-649
-2% -$5.42K 0.01% 351
2024
Q1 		$228K Sell
26,907
-1,890
-7% -$15.8K 0.01% 375
2023
Q4 		$237K Sell
28,797
-28
-0.1% -$231 0.01% 340
2023
Q3 		$240K Buy
28,825
+3,501
+14% +$29.2K 0.01% 322
2023
Q2 		$212K Sell
25,324
-2,966
-10% -$25.3K 0.01% 279
2023
Q1 		$230K Hold
28,290
– – 0.01% 250
2022
Q4 		$226K Buy
+28,290
New +$193K 0.01% 252

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

Choate Investment Advisors's HLN Position: Q2 2026 in Review

Choate Investment Advisors reduced its Haleon (HLN) stake by 7% in Q2 2026, selling an estimated $11.1K and leaving 15,821 shares worth $148K. The position accounts for ﹤0.01% of the portfolio, ranked #467.

Choate Investment Advisors first reported a position in HLN in Q4 2022 and has held it in 15 quarters since. The position peaked at $286K in Q1 2025. 639 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Choate Investment Advisors held 15,821 shares of Haleon worth $148K as of Q2 2026.
  • Choate Investment Advisors sold 1,195 Haleon shares in Q2 2026, an estimated $11.1K.
  • Haleon made up ﹤0.01% of Choate Investment Advisors's portfolio in Q2 2026, its #467 holding.
  • Choate Investment Advisors first reported a position in Haleon in Q4 2022 and has held it in 15 quarters since.
  • Choate Investment Advisors's Haleon position peaked at $286K in Q1 2025.
  • 639 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.