ECA
HLN icon

Elevated Capital Advisors’s Haleon HLN Stock Holding History

Elevated Capital 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 		$728 Hold
78
– – ﹤0.01% 774
2026
Q1 		$781 Hold
78
– – ﹤0.01% 759
2025
Q4 		$789 Buy
+78
New +$741 ﹤0.01% 731

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

Elevated Capital Advisors's HLN Position: Q2 2026 in Review

Elevated Capital Advisors held its Haleon (HLN) position steady in Q2 2026 at 78 shares worth $728. The position accounts for ﹤0.01% of the portfolio, ranked #774.

Elevated Capital Advisors first reported a position in HLN in Q4 2025 and has held it in 3 quarters since. The position peaked at $789 in Q4 2025. 639 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Elevated Capital Advisors held 78 shares of Haleon worth $728 as of Q2 2026.
  • Elevated Capital Advisors left its Haleon share count unchanged in Q2 2026.
  • Haleon made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q2 2026, its #774 holding.
  • Elevated Capital Advisors first reported a position in Haleon in Q4 2025 and has held it in 3 quarters since.
  • Elevated Capital Advisors's Haleon position peaked at $789 in Q4 2025.
  • 639 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.