DWM
HLN icon

Drive Wealth Management’s Haleon HLN Stock Holding History

Drive 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
Q2 		$233K Sell
24,972
-73,541
-75% -$684K 0.04% 385
2026
Q1 		$986K Sell
98,513
-384
-0.4% -$4K 0.21% 89
2025
Q4 		$1,000K Buy
98,897
+88,089
+815% +$837K 0.2% 94
2025
Q3 		$96.9K Sell
10,808
-63,709
-85% -$614K 0.02% 350
2025
Q2 		$773K Buy
74,517
+60,675
+438% +$640K 0.17% 115
2025
Q1 		$142K Sell
13,842
-3,356
-20% -$33K 0.03% 309
2024
Q4 		$164K Buy
+17,198
New +$168K 0.04% 320
2023
Q4 		– Sell
-10,790
Closed -$90.4K – 311
2023
Q3 		$90.4K Sell
10,790
-4,463
-29% -$37.2K 0.03% 265
2023
Q2 		$128K Sell
15,253
-1,610
-10% -$13.7K 0.05% 263
2023
Q1 		$138K Sell
16,863
-2,246
-12% -$17.9K 0.06% 269
2022
Q4 		$153K Buy
+19,109
New +$130K 0.08% 232

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

Drive Wealth Management's HLN Position: Q2 2026 in Review

Drive Wealth Management reduced its Haleon (HLN) stake by 75% in Q2 2026, selling an estimated $684K and leaving 24,972 shares worth $233K. The position accounts for 0.04% of the portfolio, ranked #385.

Drive Wealth Management first reported a position in HLN in Q4 2022 and has held it in 11 quarters since. The position peaked at $1,000K in Q4 2025. 639 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Drive Wealth Management held 24,972 shares of Haleon worth $233K as of Q2 2026.
  • Drive Wealth Management sold 73,541 Haleon shares in Q2 2026, an estimated $684K.
  • Haleon made up 0.04% of Drive Wealth Management's portfolio in Q2 2026, its #385 holding.
  • Drive Wealth Management first reported a position in Haleon in Q4 2022 and has held it in 11 quarters since.
  • Drive Wealth Management's Haleon position peaked at $1,000K in Q4 2025.
  • 639 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.