CX Institutional
HLN icon

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
Q3 		$9K Hold
1,040
– – ﹤0.01% 1371
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

Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Archford Capital Strategies
Archford Capital Strategies Swansea, Illinois $1.01B AUM 23.17% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Euro Pacific Asset Management
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return

CX Institutional's HLN Position: Q3 2026 in Review

CX Institutional held its Haleon (HLN) position steady in Q3 2026 at 1,040 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #1371.

CX Institutional first reported a position in HLN in Q1 2025 and has held it in 7 quarters since. The position peaked at $15K in Q2 2025. 144 funds tracked by Wall St. Rank hold HLN as of Q3 2026.

  • CX Institutional held 1,040 shares of Haleon worth $9K as of Q3 2026.
  • CX Institutional left its Haleon share count unchanged in Q3 2026.
  • Haleon made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1371 holding.
  • CX Institutional first reported a position in Haleon in Q1 2025 and has held it in 7 quarters since.
  • CX Institutional's Haleon position peaked at $15K in Q2 2025.
  • 144 funds tracked by Wall St. Rank held Haleon as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.