Creative Planning
HLN icon

Creative Planning’s Haleon HLN Stock Holding History

Creative Planning’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 		$5.29M Sell
567,208
-63,789
-10% -$593K ﹤0.01% 1362
2026
Q1 		$6.32M Buy
630,997
+102,394
+19% +$1.07M ﹤0.01% 1013
2025
Q4 		$5.34M Buy
528,603
+97,451
+23% +$926K ﹤0.01% 963
2025
Q3 		$3.87M Sell
431,152
-23,469
-5% -$226K ﹤0.01% 1030
2025
Q2 		$4.71M Buy
454,621
+64,021
+16% +$675K ﹤0.01% 788
2025
Q1 		$4.02M Buy
390,600
+31,596
+9% +$311K ﹤0.01% 799
2024
Q4 		$3.42M Buy
359,004
+73,777
+26% +$722K ﹤0.01% 829
2024
Q3 		$3.02M Buy
285,227
+37,566
+15% +$363K ﹤0.01% 859
2024
Q2 		$2.05M Sell
247,661
-363
-0.1% -$3.03K ﹤0.01% 974
2024
Q1 		$2.11M Buy
248,024
+7,744
+3% +$64.7K ﹤0.01% 941
2023
Q4 		$1.98M Buy
240,280
+5,093
+2% +$42K ﹤0.01% 921
2023
Q3 		$1.96M Buy
235,187
+396
+0.2% +$3.3K ﹤0.01% 853
2023
Q2 		$1.97M Buy
234,791
+8,444
+4% +$72.1K ﹤0.01% 825
2023
Q1 		$1.84M Buy
226,347
+84
+0% +$670 ﹤0.01% 809
2022
Q4 		$1.81M Buy
226,263
+20,694
+10% +$141K ﹤0.01% 784
2022
Q3 		$1.25M Buy
+205,569
New +$1.33M ﹤0.01% 867

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 Planning's HLN Position: Q2 2026 in Review

Creative Planning reduced its Haleon (HLN) stake by 10% in Q2 2026, selling an estimated $593K and leaving 567,208 shares worth $5.29M. The position accounts for ﹤0.01% of the portfolio, ranked #1362.

Creative Planning first reported a position in HLN in Q3 2022 and has held it in 16 quarters since. The position peaked at $6.32M in Q1 2026. 641 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Creative Planning held 567,208 shares of Haleon worth $5.29M as of Q2 2026.
  • Creative Planning sold 63,789 Haleon shares in Q2 2026, an estimated $593K.
  • Haleon made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1362 holding.
  • Creative Planning first reported a position in Haleon in Q3 2022 and has held it in 16 quarters since.
  • Creative Planning's Haleon position peaked at $6.32M in Q1 2026.
  • 641 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.