FC
HLN icon

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
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 $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

Financial Consulate's HLN Position: Q1 2026 in Review

Financial Consulate increased its Haleon (HLN) stake by 9.5% in Q1 2026, buying an estimated $780 and bringing the position to 864 shares worth $8.65K. The position accounts for ﹤0.01% of the portfolio, ranked #670.

Financial Consulate first reported a position in HLN in Q3 2025 and has held it in 3 quarters since. 619 funds tracked by Wall St. Rank hold HLN as of Q1 2026.

  • Financial Consulate held 864 shares of Haleon worth $8.65K as of Q1 2026.
  • Financial Consulate bought 75 Haleon shares in Q1 2026, an estimated $780.
  • Haleon made up ﹤0.01% of Financial Consulate's portfolio in Q1 2026, its #670 holding.
  • Financial Consulate first reported a position in Haleon in Q3 2025 and has held it in 3 quarters since.
  • 619 funds tracked by Wall St. Rank held Haleon as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.