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Clearstead Advisors’s Haleon HLN Stock Holding History

Clearstead 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 		$191K Sell
20,447
-86,458
-81% -$804K ﹤0.01% 1081
2026
Q1 		$1.07M Buy
106,905
+81,058
+314% +$843K 0.01% 504
2025
Q4 		$261K Buy
25,847
+1,406
+6% +$13.4K ﹤0.01% 856
2025
Q3 		$219K Sell
24,441
-1,129
-4% -$10.9K ﹤0.01% 860
2025
Q2 		$265K Buy
25,570
+878
+4% +$9.26K ﹤0.01% 811
2025
Q1 		$254K Buy
24,692
+220
+0.9% +$2.17K ﹤0.01% 754
2024
Q4 		$233K Sell
24,472
-514
-2% -$5.03K ﹤0.01% 813
2024
Q3 		$264K Sell
24,986
-1,513
-6% -$14.6K ﹤0.01% 762
2024
Q2 		$219K Buy
26,499
+16,623
+168% +$139K ﹤0.01% 795
2024
Q1 		$81.5K Buy
9,876
+4,596
+87% +$38.4K ﹤0.01% 645
2023
Q4 		$43.5K Buy
5,280
+848
+19% +$6.99K ﹤0.01% 778
2023
Q3 		$36.9K Hold
4,432
– – ﹤0.01% 772
2023
Q2 		$37.1K Buy
4,432
+965
+28% +$8.23K ﹤0.01% 784
2023
Q1 		$28.2K Hold
3,467
– – ﹤0.01% 785
2022
Q4 		$27.7K Sell
3,467
-1,720
-33% -$11.7K ﹤0.01% 739
2022
Q3 		$32K Buy
+5,187
New +$33.6K ﹤0.01% 694

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

Clearstead Advisors's HLN Position: Q2 2026 in Review

Clearstead Advisors reduced its Haleon (HLN) stake by 81% in Q2 2026, selling an estimated $804K and leaving 20,447 shares worth $191K. The position accounts for ﹤0.01% of the portfolio, ranked #1081.

Clearstead Advisors first reported a position in HLN in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.07M in Q1 2026. 641 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Clearstead Advisors held 20,447 shares of Haleon worth $191K as of Q2 2026.
  • Clearstead Advisors sold 86,458 Haleon shares in Q2 2026, an estimated $804K.
  • Haleon made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1081 holding.
  • Clearstead Advisors first reported a position in Haleon in Q3 2022 and has held it in 16 quarters since.
  • Clearstead Advisors's Haleon position peaked at $1.07M in Q1 2026.
  • 641 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.