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Dimension Capital Management’s Haleon HLN Stock Holding History

Dimension Capital 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
Q2 		$165K Buy
17,698
+2,165
+14% +$20.1K 0.02% 140
2026
Q1 		$155K Hold
15,533
– – 0.02% 121
2025
Q4 		$157K Buy
15,533
+378
+2% +$3.59K 0.02% 114
2025
Q3 		$136K Sell
15,155
-1,276
-8% -$12.3K 0.02% 113
2025
Q2 		$170K Buy
16,431
+421
+3% +$4.44K 0.03% 109
2025
Q1 		$165K Hold
16,010
– – 0.03% 99
2024
Q4 		$153K Buy
16,010
+1,689
+12% +$16.5K 0.02% 105
2024
Q3 		$152K Buy
14,321
+236
+2% +$2.28K 0.03% 96
2024
Q2 		$116K Buy
14,085
+2,392
+20% +$20K 0.02% 100
2024
Q1 		$99.3K Buy
+11,693
New +$97.7K 0.02% 109

Other funds holding HLN

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimension Capital Management's HLN Position: Q2 2026 in Review

Dimension Capital Management increased its Haleon (HLN) stake by 14% in Q2 2026, buying an estimated $20.1K and bringing the position to 17,698 shares worth $165K. The position accounts for 0.02% of the portfolio, ranked #140.

Dimension Capital Management first reported a position in HLN in Q1 2024 and has held it in 10 quarters since. The position peaked at $170K in Q2 2025. 640 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Dimension Capital Management held 17,698 shares of Haleon worth $165K as of Q2 2026.
  • Dimension Capital Management bought 2,165 Haleon shares in Q2 2026, an estimated $20.1K.
  • Haleon made up 0.02% of Dimension Capital Management's portfolio in Q2 2026, its #140 holding.
  • Dimension Capital Management first reported a position in Haleon in Q1 2024 and has held it in 10 quarters since.
  • Dimension Capital Management's Haleon position peaked at $170K in Q2 2025.
  • 640 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Dimension Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.