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Financial Consulate’s Haleon HLN Stock Holding History

Financial Consulate’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 		$9.63K Buy
1,032
+168
+19% +$1.56K ﹤0.01% 691
2026
Q1 		$8.65K Buy
864
+75
+10% +$780 ﹤0.01% 670
2025
Q4 		$7.98K Buy
789
+344
+77% +$3.27K ﹤0.01% 651
2025
Q3 		$3.99K Buy
+445
New +$4.29K ﹤0.01% 695

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

Financial Consulate's HLN Position: Q2 2026 in Review

Financial Consulate increased its Haleon (HLN) stake by 19% in Q2 2026, buying an estimated $1.56K and bringing the position to 1,032 shares worth $9.63K. The position accounts for ﹤0.01% of the portfolio, ranked #691.

Financial Consulate first reported a position in HLN in Q3 2025 and has held it in 4 quarters since. 641 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Financial Consulate held 1,032 shares of Haleon worth $9.63K as of Q2 2026.
  • Financial Consulate bought 168 Haleon shares in Q2 2026, an estimated $1.56K.
  • Haleon made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #691 holding.
  • Financial Consulate first reported a position in Haleon in Q3 2025 and has held it in 4 quarters since.
  • 641 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.