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Diversify Wealth Management’s Haleon HLN Stock Holding History

Diversify 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
Q1 		$150K Buy
+16,091
New +$167K ﹤0.01% 1107
2024
Q4 		– Sell
-12,070
Closed -$119K – 524
2024
Q3 		$119K Sell
12,070
-9,809
-45% -$94.8K 0.01% 460
2024
Q2 		$208K Buy
+21,879
New +$183K 0.03% 408

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

Diversify Wealth Management's HLN Position: Q1 2026 in Review

Diversify Wealth Management opened a new position in Haleon (HLN) in Q1 2026: 16,091 shares worth $150K. The stake represents ﹤0.01% of the portfolio and ranks #1107 among its holdings. This is a return to the name: Diversify Wealth Management previously reported a position in HLN as recently as Q3 2024.

Diversify Wealth Management first reported a position in HLN in Q2 2024 and has held it in 3 quarters since. The position peaked at $208K in Q2 2024. 619 funds tracked by Wall St. Rank hold HLN as of Q1 2026.

  • Diversify Wealth Management held 16,091 shares of Haleon worth $150K as of Q1 2026.
  • Haleon was a new Diversify Wealth Management position in Q1 2026.
  • Haleon made up ﹤0.01% of Diversify Wealth Management's portfolio in Q1 2026, its #1107 holding.
  • Diversify Wealth Management first reported a position in Haleon in Q2 2024 and has held it in 3 quarters since.
  • Diversify Wealth Management's Haleon position peaked at $208K in Q2 2024.
  • 619 funds tracked by Wall St. Rank held Haleon as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.