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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
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
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fielder Capital Group's HLN Position: Q1 2026 in Review

Fielder Capital Group reduced its Haleon (HLN) stake by 1.6% in Q1 2026, selling an estimated $3.9K and leaving 22,510 shares worth $225K. The position accounts for 0.05% of the portfolio, ranked #258.

Fielder Capital Group first reported a position in HLN in Q2 2024 and has held it in 8 quarters since. The position peaked at $237K in Q2 2025. 621 funds tracked by Wall St. Rank hold HLN as of Q1 2026.

  • Fielder Capital Group held 22,510 shares of Haleon worth $225K as of Q1 2026.
  • Fielder Capital Group sold 375 Haleon shares in Q1 2026, an estimated $3.9K.
  • Haleon made up 0.05% of Fielder Capital Group's portfolio in Q1 2026, its #258 holding.
  • Fielder Capital Group first reported a position in Haleon in Q2 2024 and has held it in 8 quarters since.
  • Fielder Capital Group's Haleon position peaked at $237K in Q2 2025.
  • 621 funds tracked by Wall St. Rank held Haleon as of Q1 2026.

Based on Fielder Capital Group's 13F filing for Q1 2026, filed 12 May 2026.