CFD
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Creative Financial Designs’s Haleon HLN Stock Holding History

Creative Financial Designs’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 		$18.4K Buy
1,968
+981
+99% +$9.12K ﹤0.01% 1331
2026
Q1 		$9.88K Hold
987
– – ﹤0.01% 1416
2025
Q4 		$9.97K Sell
987
-328
-25% -$3.12K ﹤0.01% 1360
2025
Q3 		$11.8K Buy
1,315
+66
+5% +$636 ﹤0.01% 1320
2025
Q2 		$13K Sell
1,249
-258
-17% -$2.72K ﹤0.01% 1270
2025
Q1 		$15.5K Buy
1,507
+533
+55% +$5.25K ﹤0.01% 1159
2024
Q4 		$9.29K Hold
974
– – ﹤0.01% 1271
2024
Q3 		$10.3K Buy
974
+4
+0.4% +$39 ﹤0.01% 1196
2024
Q2 		$8.02K Sell
970
-68
-7% -$568 ﹤0.01% 1216
2024
Q1 		$8.82K Sell
1,038
-50
-5% -$418 ﹤0.01% 1179
2023
Q4 		$8.96K Buy
1,088
+53
+5% +$437 ﹤0.01% 1119
2023
Q3 		$8.62K Hold
1,035
– – ﹤0.01% 1067
2023
Q2 		$8.67K Buy
1,035
+5
+0.5% +$43 ﹤0.01% 1057
2023
Q1 		$8.38K Buy
1,030
+77
+8% +$614 ﹤0.01% 1002
2022
Q4 		$7.62K Buy
+953
New +$6.49K ﹤0.01% 948

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

Creative Financial Designs's HLN Position: Q2 2026 in Review

Creative Financial Designs increased its Haleon (HLN) stake by 99% in Q2 2026, buying an estimated $9.12K and bringing the position to 1,968 shares worth $18.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1331.

Creative Financial Designs first reported a position in HLN in Q4 2022 and has held it in 15 quarters since. 646 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Creative Financial Designs held 1,968 shares of Haleon worth $18.4K as of Q2 2026.
  • Creative Financial Designs bought 981 Haleon shares in Q2 2026, an estimated $9.12K.
  • Haleon made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1331 holding.
  • Creative Financial Designs first reported a position in Haleon in Q4 2022 and has held it in 15 quarters since.
  • 646 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.