CI
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CX Institutional’s Haleon HLN Stock Holding History

CX Institutional’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 		$10K Buy
1,040
+125
+14% +$1.16K ﹤0.01% 1291
2026
Q1 		$9K Hold
915
– – ﹤0.01% 1313
2025
Q4 		$9K Sell
915
-75
-8% -$713 ﹤0.01% 1207
2025
Q3 		$9K Sell
990
-494
-33% -$4.76K ﹤0.01% 1205
2025
Q2 		$15K Hold
1,484
– – ﹤0.01% 997
2025
Q1 		$15K Buy
+1,484
New +$14.6K ﹤0.01% 974

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

CX Institutional's HLN Position: Q2 2026 in Review

CX Institutional increased its Haleon (HLN) stake by 14% in Q2 2026, buying an estimated $1.16K and bringing the position to 1,040 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #1291.

CX Institutional first reported a position in HLN in Q1 2025 and has held it in 6 quarters since. The position peaked at $15K in Q2 2025. 115 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • CX Institutional held 1,040 shares of Haleon worth $10K as of Q2 2026.
  • CX Institutional bought 125 Haleon shares in Q2 2026, an estimated $1.16K.
  • Haleon made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1291 holding.
  • CX Institutional first reported a position in Haleon in Q1 2025 and has held it in 6 quarters since.
  • CX Institutional's Haleon position peaked at $15K in Q2 2025.
  • 115 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.