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Evelyn Partners Asset Management’s Haleon HLN Stock Holding History

Evelyn Partners Asset 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
Q1 		$9.72K Hold
971
– – ﹤0.01% 263
2025
Q4 		$9.82K Hold
971
– – ﹤0.01% 238
2025
Q3 		$8.71K Buy
+971
New +$9.35K ﹤0.01% 240

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
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Evelyn Partners Asset Management's HLN Position: Q1 2026 in Review

Evelyn Partners Asset Management held its Haleon (HLN) position steady in Q1 2026 at 971 shares worth $9.72K. The position accounts for ﹤0.01% of the portfolio, ranked #263.

Evelyn Partners Asset Management first reported a position in HLN in Q3 2025 and has held it in 3 quarters since. The position peaked at $9.82K in Q4 2025. 625 funds tracked by Wall St. Rank hold HLN as of Q1 2026.

  • Evelyn Partners Asset Management held 971 shares of Haleon worth $9.72K as of Q1 2026.
  • Evelyn Partners Asset Management left its Haleon share count unchanged in Q1 2026.
  • Haleon made up ﹤0.01% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #263 holding.
  • Evelyn Partners Asset Management first reported a position in Haleon in Q3 2025 and has held it in 3 quarters since.
  • Evelyn Partners Asset Management's Haleon position peaked at $9.82K in Q4 2025.
  • 625 funds tracked by Wall St. Rank held Haleon as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.