Dimensional Fund Advisors
HLN icon

Dimensional Fund Advisors’s Haleon HLN Stock Holding History

Dimensional Fund Advisors’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 		$4.32M Sell
463,150
-1,574
-0.3% -$14.6K ﹤0.01% 2575
2026
Q1 		$4.65M Sell
464,724
-7,892
-2% -$82.1K ﹤0.01% 2518
2025
Q4 		$4.78M Sell
472,616
-1,460
-0.3% -$13.9K ﹤0.01% 2541
2025
Q3 		$4.25M Sell
474,076
-1,627
-0.3% -$15.7K ﹤0.01% 2586
2025
Q2 		$4.93M Sell
475,703
-13,633
-3% -$144K ﹤0.01% 2523
2025
Q1 		$5.04M Sell
489,336
-265,028
-35% -$2.61M ﹤0.01% 2494
2024
Q4 		$7.2M Sell
754,364
-48,334
-6% -$473K ﹤0.01% 2429
2024
Q3 		$8.49M Sell
802,698
-204,760
-20% -$1.98M ﹤0.01% 2366
2024
Q2 		$8.32M Buy
1,007,458
+24,673
+3% +$206K ﹤0.01% 2335
2024
Q1 		$8.34M Buy
982,785
+7,411
+0.8% +$61.9K ﹤0.01% 2384
2023
Q4 		$8.03M Sell
975,374
-176,990
-15% -$1.46M ﹤0.01% 2407
2023
Q3 		$9.6M Sell
1,152,364
-26,818
-2% -$223K ﹤0.01% 2279
2023
Q2 		$9.88M Sell
1,179,182
-93,363
-7% -$797K ﹤0.01% 2262
2023
Q1 		$10.4M Buy
+1,272,545
New +$10.1M ﹤0.01% 2220
2022
Q3 		$14.2M Buy
+2,329,290
New +$15.1M 0.01% 2007

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

Dimensional Fund Advisors's HLN Position: Q2 2026 in Review

Dimensional Fund Advisors reduced its Haleon (HLN) stake by 0.34% in Q2 2026, selling an estimated $14.6K and leaving 463,150 shares worth $4.32M. The position accounts for ﹤0.01% of the portfolio, ranked #2575.

Dimensional Fund Advisors first reported a position in HLN in Q3 2022 and has held it in 15 quarters since. The position peaked at $14.2M in Q3 2022. 638 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Dimensional Fund Advisors held 463,150 shares of Haleon worth $4.32M as of Q2 2026.
  • Dimensional Fund Advisors sold 1,574 Haleon shares in Q2 2026, an estimated $14.6K.
  • Haleon made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q2 2026, its #2575 holding.
  • Dimensional Fund Advisors first reported a position in Haleon in Q3 2022 and has held it in 15 quarters since.
  • Dimensional Fund Advisors's Haleon position peaked at $14.2M in Q3 2022.
  • 638 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Dimensional Fund Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.