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
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 $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning's HLN Position: Q1 2026 in Review

Creative Planning increased its Haleon (HLN) stake by 19% in Q1 2026, buying an estimated $1.07M and bringing the position to 630,997 shares worth $6.32M. The position accounts for ﹤0.01% of the portfolio, ranked #1013.

Creative Planning first reported a position in HLN in Q3 2022 and has held it in 15 quarters since. 620 funds tracked by Wall St. Rank hold HLN as of Q1 2026.

  • Creative Planning held 630,997 shares of Haleon worth $6.32M as of Q1 2026.
  • Creative Planning bought 102,394 Haleon shares in Q1 2026, an estimated $1.07M.
  • Haleon made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1013 holding.
  • Creative Planning first reported a position in Haleon in Q3 2022 and has held it in 15 quarters since.
  • 620 funds tracked by Wall St. Rank held Haleon as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.