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Cornerstone Financial Management’s Haleon HLN Stock Holding History

Cornerstone Financial Management’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 		$3.48K Buy
373
+51
+16% +$474 ﹤0.01% 698
2026
Q1 		$3.22K Buy
322
+49
+18% +$510 ﹤0.01% 601
2025
Q4 		$2.76K Buy
+273
New +$2.6K ﹤0.01% 587

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

Cornerstone Financial Management's HLN Position: Q2 2026 in Review

Cornerstone Financial Management increased its Haleon (HLN) stake by 16% in Q2 2026, buying an estimated $474 and bringing the position to 373 shares worth $3.48K. The position accounts for ﹤0.01% of the portfolio, ranked #698.

Cornerstone Financial Management first reported a position in HLN in Q4 2025 and has held it in 3 quarters since. 646 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Cornerstone Financial Management held 373 shares of Haleon worth $3.48K as of Q2 2026.
  • Cornerstone Financial Management bought 51 Haleon shares in Q2 2026, an estimated $474.
  • Haleon made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #698 holding.
  • Cornerstone Financial Management first reported a position in Haleon in Q4 2025 and has held it in 3 quarters since.
  • 646 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.