Envestnet Portfolio Solutions’s Haleon HLN Stock Holding History

Envestnet Portfolio Solutions’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	$316K	Buy	33,899 +1,093	+3%	+$10.2K	﹤0.01%	1163
2026 Q1	$328K	Sell	32,806 -30,920	-49%	-$322K	﹤0.01%	1078
2025 Q4	$644K	Buy	63,726 +1,431	+2%	+$13.6K	﹤0.01%	942
2025 Q3	$559K	Sell	62,295 -28,314	-31%	-$273K	﹤0.01%	980
2025 Q2	$940K	Sell	90,609 -3,520	-4%	-$37.1K	﹤0.01%	814
2025 Q1	$969K	Sell	94,129 -85,767	-48%	-$844K	﹤0.01%	803
2024 Q4	$1.72M	Sell	179,896 -4,629	-3%	-$45.3K	0.01%	715
2024 Q3	$1.95M	Sell	184,525 -4,284	-2%	-$41.4K	0.01%	664
2024 Q2	$1.56M	Sell	188,809 -52,732	-22%	-$441K	0.01%	715
2024 Q1	$2.05M	Buy	241,541 +48,630	+25%	+$406K	0.01%	631
2023 Q4	$1.59M	Buy	192,911 +17,285	+10%	+$142K	0.01%	655
2023 Q3	$1.46M	Buy	+175,626	New	+$1.46M	0.01%	644

Other funds holding HLN

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Portfolio Solutions's HLN Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Haleon (HLN) stake by 3.3% in Q2 2026, buying an estimated $10.2K and bringing the position to 33,899 shares worth $316K. The position accounts for ﹤0.01% of the portfolio, ranked #1163.

Envestnet Portfolio Solutions first reported a position in HLN in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.05M in Q1 2024. 639 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

Envestnet Portfolio Solutions held 33,899 shares of Haleon worth $316K as of Q2 2026.
Envestnet Portfolio Solutions bought 1,093 Haleon shares in Q2 2026, an estimated $10.2K.
Haleon made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1163 holding.
Envestnet Portfolio Solutions first reported a position in Haleon in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's Haleon position peaked at $2.05M in Q1 2024.
639 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.