Darwin Wealth Management
HLN icon

Darwin Wealth Management’s Haleon HLN Stock Holding History

Darwin Wealth Management’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 		$66 Buy
7
+2
+40% +$19 ﹤0.01% 1150
2026
Q2 		$54 Hold
5
– – ﹤0.01% 696
2026
Q1 		$58 Buy
+5
New +$52 ﹤0.01% 589

Other funds holding HLN

Fidelity Investments
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Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Darwin Wealth Management's HLN Position: Q3 2026 in Review

Darwin Wealth Management increased its Haleon (HLN) stake by 40% in Q3 2026, buying an estimated $19 and bringing the position to 7 shares worth $66. The position accounts for ﹤0.01% of the portfolio, ranked #1150.

Darwin Wealth Management first reported a position in HLN in Q1 2026 and has held it in 3 quarters since. 391 funds tracked by Wall St. Rank hold HLN as of Q3 2026.

  • Darwin Wealth Management held 7 shares of Haleon worth $66 as of Q3 2026.
  • Darwin Wealth Management bought 2 Haleon shares in Q3 2026, an estimated $19.
  • Haleon made up ﹤0.01% of Darwin Wealth Management's portfolio in Q3 2026, its #1150 holding.
  • Darwin Wealth Management first reported a position in Haleon in Q1 2026 and has held it in 3 quarters since.
  • 391 funds tracked by Wall St. Rank held Haleon as of Q3 2026.

Based on Darwin Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.