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Cromwell Holdings’s Haleon HLN Stock Holding History

Cromwell Holdings’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 		$71.5K Sell
7,663
-4,397
-36% -$40.9K 0.03% 426
2026
Q1 		$121K Hold
12,060
– – 0.07% 285
2025
Q4 		$122K Buy
12,060
+2,357
+24% +$22.4K 0.07% 273
2025
Q3 		$87K Hold
9,703
– – 0.05% 351
2025
Q2 		$101K Hold
9,703
– – 0.06% 303
2025
Q1 		$99.8K Buy
9,703
+2,040
+27% +$20.1K 0.06% 290
2024
Q4 		$73.1K Sell
7,663
-617
-7% -$6.04K 0.04% 357
2024
Q3 		$87.6K Buy
8,280
+867
+12% +$8.38K 0.06% 318
2024
Q2 		$61.2K Buy
+7,413
New +$62K 0.04% 387

Other funds holding HLN

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Cromwell Holdings's HLN Position: Q2 2026 in Review

Cromwell Holdings reduced its Haleon (HLN) stake by 36% in Q2 2026, selling an estimated $40.9K and leaving 7,663 shares worth $71.5K. The position accounts for 0.03% of the portfolio, ranked #426.

Cromwell Holdings first reported a position in HLN in Q2 2024 and has held it in 9 quarters since. The position peaked at $122K in Q4 2025. 123 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Cromwell Holdings held 7,663 shares of Haleon worth $71.5K as of Q2 2026.
  • Cromwell Holdings sold 4,397 Haleon shares in Q2 2026, an estimated $40.9K.
  • Haleon made up 0.03% of Cromwell Holdings's portfolio in Q2 2026, its #426 holding.
  • Cromwell Holdings first reported a position in Haleon in Q2 2024 and has held it in 9 quarters since.
  • Cromwell Holdings's Haleon position peaked at $122K in Q4 2025.
  • 123 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.