EWA
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EP Wealth Advisors’s Haleon HLN Stock Holding History

EP Wealth 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 		$229K Buy
24,572
+2,012
+9% +$18.7K ﹤0.01% 1447
2026
Q1 		$226K Sell
22,560
-11
-0% -$114 ﹤0.01% 1340
2025
Q4 		$228K Buy
+22,571
New +$215K ﹤0.01% 1308
2025
Q2 		$210K Sell
20,203
-2,934
-13% -$30.9K ﹤0.01% 1229
2025
Q1 		$238K Sell
23,137
-189
-0.8% -$1.86K ﹤0.01% 1041
2024
Q4 		$223K Sell
23,326
-3,656
-14% -$35.8K ﹤0.01% 1022
2024
Q3 		$285K Buy
26,982
+6,872
+34% +$66.5K ﹤0.01% 880
2024
Q2 		$166K Sell
20,110
-2,463
-11% -$20.6K ﹤0.01% 779
2024
Q1 		$192K Buy
22,573
+4,679
+26% +$39.1K ﹤0.01% 743
2023
Q4 		$147K Sell
17,894
-1,629
-8% -$13.4K ﹤0.01% 747
2023
Q3 		$163K Buy
19,523
+3,668
+23% +$30.5K ﹤0.01% 689
2023
Q2 		$168K Buy
15,855
+10,855
+217% +$92.6K ﹤0.01% 662
2023
Q1 		$295K Sell
5,000
-6,637
-57% -$52.9K 0.01% 492
2022
Q4 		$93.1K Sell
11,637
-1,523
-12% -$10.4K ﹤0.01% 602
2022
Q3 		$80K Buy
+13,160
New +$85.2K ﹤0.01% 325

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

EP Wealth Advisors's HLN Position: Q2 2026 in Review

EP Wealth Advisors increased its Haleon (HLN) stake by 8.9% in Q2 2026, buying an estimated $18.7K and bringing the position to 24,572 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #1447.

EP Wealth Advisors first reported a position in HLN in Q3 2022 and has held it in 15 quarters since. The position peaked at $295K in Q1 2023. 641 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • EP Wealth Advisors held 24,572 shares of Haleon worth $229K as of Q2 2026.
  • EP Wealth Advisors bought 2,012 Haleon shares in Q2 2026, an estimated $18.7K.
  • Haleon made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1447 holding.
  • EP Wealth Advisors first reported a position in Haleon in Q3 2022 and has held it in 15 quarters since.
  • EP Wealth Advisors's Haleon position peaked at $295K in Q1 2023.
  • 641 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.