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Concurrent Investment Advisors’s Haleon HLN Stock Holding History

Concurrent 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 		$297K Buy
31,866
+3,971
+14% +$36.9K ﹤0.01% 1693
2026
Q1 		$279K Buy
27,895
+5,845
+27% +$60.8K ﹤0.01% 1548
2025
Q4 		$223K Buy
22,050
+6,815
+45% +$64.8K ﹤0.01% 1577
2025
Q3 		$137K Sell
15,235
-771
-5% -$7.43K ﹤0.01% 1397
2025
Q2 		$166K Sell
16,006
-357
-2% -$3.77K ﹤0.01% 1294
2025
Q1 		$168K Buy
16,363
+4,055
+33% +$39.9K ﹤0.01% 1151
2024
Q4 		$117K Sell
12,308
-372
-3% -$3.64K ﹤0.01% 1043
2024
Q3 		$134K Sell
12,680
-4,226
-25% -$40.9K ﹤0.01% 985
2024
Q2 		$140K Buy
16,906
+1,635
+11% +$13.7K ﹤0.01% 912
2024
Q1 		$130K Buy
15,271
+402
+3% +$3.36K 0.01% 844
2023
Q4 		$122K Buy
+14,869
New +$123K 0.01% 809

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

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

Concurrent Investment Advisors increased its Haleon (HLN) stake by 14% in Q2 2026, buying an estimated $36.9K and bringing the position to 31,866 shares worth $297K. The position accounts for ﹤0.01% of the portfolio, ranked #1693.

Concurrent Investment Advisors first reported a position in HLN in Q4 2023 and has held it in 11 quarters since. 646 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Concurrent Investment Advisors held 31,866 shares of Haleon worth $297K as of Q2 2026.
  • Concurrent Investment Advisors bought 3,971 Haleon shares in Q2 2026, an estimated $36.9K.
  • Haleon made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1693 holding.
  • Concurrent Investment Advisors first reported a position in Haleon in Q4 2023 and has held it in 11 quarters since.
  • 646 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.