EGA
HLN icon

Eagle Global Advisors’s Haleon HLN Stock Holding History

Eagle Global 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 		$2.5M Sell
268,302
-49,698
-16% -$462K 0.08% 127
2026
Q1 		$3.18M Hold
318,000
– – 0.11% 117
2025
Q4 		$3.21M Buy
318,000
+70,000
+28% +$665K 0.12% 115
2025
Q3 		$2.22M Hold
248,000
– – 0.09% 125
2025
Q2 		$2.57M Hold
248,000
– – 0.1% 116
2025
Q1 		$2.55M Buy
248,000
+24,000
+11% +$236K 0.11% 113
2024
Q4 		$2.14M Buy
+224,000
New +$2.19M 0.09% 125

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

Eagle Global Advisors's HLN Position: Q2 2026 in Review

Eagle Global Advisors reduced its Haleon (HLN) stake by 16% in Q2 2026, selling an estimated $462K and leaving 268,302 shares worth $2.5M. The position accounts for 0.08% of the portfolio, ranked #127.

Eagle Global Advisors first reported a position in HLN in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.21M in Q4 2025. 641 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Eagle Global Advisors held 268,302 shares of Haleon worth $2.5M as of Q2 2026.
  • Eagle Global Advisors sold 49,698 Haleon shares in Q2 2026, an estimated $462K.
  • Haleon made up 0.08% of Eagle Global Advisors's portfolio in Q2 2026, its #127 holding.
  • Eagle Global Advisors first reported a position in Haleon in Q4 2024 and has held it in 7 quarters since.
  • Eagle Global Advisors's Haleon position peaked at $3.21M in Q4 2025.
  • 641 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Eagle Global Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.