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Evolve Private Wealth’s Haleon HLN Stock Holding History

Evolve Private Wealth’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 		$110K Sell
11,773
-5,077
-30% -$47.2K 0.01% 984
2026
Q1 		$169K Buy
16,850
+1,014
+6% +$10.5K 0.01% 949
2025
Q4 		$160K Buy
+15,836
New +$151K 0.01% 889

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

Evolve Private Wealth's HLN Position: Q2 2026 in Review

Evolve Private Wealth reduced its Haleon (HLN) stake by 30% in Q2 2026, selling an estimated $47.2K and leaving 11,773 shares worth $110K. The position accounts for 0.01% of the portfolio, ranked #984.

Evolve Private Wealth first reported a position in HLN in Q4 2025 and has held it in 3 quarters since. The position peaked at $169K in Q1 2026. 639 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Evolve Private Wealth held 11,773 shares of Haleon worth $110K as of Q2 2026.
  • Evolve Private Wealth sold 5,077 Haleon shares in Q2 2026, an estimated $47.2K.
  • Haleon made up 0.01% of Evolve Private Wealth's portfolio in Q2 2026, its #984 holding.
  • Evolve Private Wealth first reported a position in Haleon in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Haleon position peaked at $169K in Q1 2026.
  • 639 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

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