Fielder Capital Group’s Haleon HLN Stock Holding History

Fielder Capital Group’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	$199K	Sell	21,277 -1,233	-5%	-$11.5K	0.04%	293
2026 Q1	$225K	Sell	22,510 -375	-2%	-$3.9K	0.05%	258
2025 Q4	$231K	Buy	22,885 +75	+0.3%	+$713	0.05%	244
2025 Q3	$205K	Hold	22,810	–	–	0.05%	252
2025 Q2	$237K	Hold	22,810	–	–	0.06%	198
2025 Q1	$235K	Hold	22,810	–	–	0.07%	183
2024 Q4	$218K	Buy	22,810 +1,422	+7%	+$13.9K	0.07%	191
2024 Q3	$226K	Buy	21,388 +300	+1%	+$2.9K	0.07%	178
2024 Q2	$174K	Buy	+21,088	New	+$176K	0.07%	188

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

Fielder Capital Group's HLN Position: Q2 2026 in Review

Fielder Capital Group reduced its Haleon (HLN) stake by 5.5% in Q2 2026, selling an estimated $11.5K and leaving 21,277 shares worth $199K. The position accounts for 0.04% of the portfolio, ranked #293.

Fielder Capital Group first reported a position in HLN in Q2 2024 and has held it in 9 quarters since. The position peaked at $237K in Q2 2025. 643 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

Fielder Capital Group held 21,277 shares of Haleon worth $199K as of Q2 2026.
Fielder Capital Group sold 1,233 Haleon shares in Q2 2026, an estimated $11.5K.
Haleon made up 0.04% of Fielder Capital Group's portfolio in Q2 2026, its #293 holding.
Fielder Capital Group first reported a position in Haleon in Q2 2024 and has held it in 9 quarters since.
Fielder Capital Group's Haleon position peaked at $237K in Q2 2025.
643 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Fielder Capital Group's 13F filing for Q2 2026, filed 6 Aug 2026.