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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
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 $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Dimension Capital Management's HLN Position: Q1 2026 in Review

Dimension Capital Management held its Haleon (HLN) position steady in Q1 2026 at 15,533 shares worth $155K. The position accounts for 0.02% of the portfolio, ranked #121.

Dimension Capital Management first reported a position in HLN in Q1 2024 and has held it in 9 quarters since. The position peaked at $170K in Q2 2025. 619 funds tracked by Wall St. Rank hold HLN as of Q1 2026.

  • Dimension Capital Management held 15,533 shares of Haleon worth $155K as of Q1 2026.
  • Dimension Capital Management left its Haleon share count unchanged in Q1 2026.
  • Haleon made up 0.02% of Dimension Capital Management's portfolio in Q1 2026, its #121 holding.
  • Dimension Capital Management first reported a position in Haleon in Q1 2024 and has held it in 9 quarters since.
  • Dimension Capital Management's Haleon position peaked at $170K in Q2 2025.
  • 619 funds tracked by Wall St. Rank held Haleon as of Q1 2026.

Based on Dimension Capital Management's 13F filing for Q1 2026, filed 15 May 2026.