Financial Perspectives’s Haleon HLN Stock Holding History

Financial Perspectives’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	$5.86K	Hold	628	–	–	﹤0.01%	596
2026 Q1	$6.28K	Hold	628	–	–	﹤0.01%	571
2025 Q4	$6.35K	Hold	628	–	–	﹤0.01%	568
2025 Q3	$5.63K	Hold	628	–	–	﹤0.01%	575
2025 Q2	$6.51K	Hold	628	–	–	﹤0.01%	552
2025 Q1	$6.46K	Hold	628	–	–	﹤0.01%	548
2024 Q4	$5.99K	Hold	628	–	–	﹤0.01%	553
2024 Q3	$6.64K	Buy	628 +2	+0.3%	+$19	﹤0.01%	503
2024 Q2	$5.17K	Buy	626 +3	+0.5%	+$25	﹤0.01%	512
2024 Q1	$5.29K	Hold	623	–	–	﹤0.01%	504
2023 Q4	$5.13K	Buy	623 +1	+0.2%	+$8	﹤0.01%	523
2023 Q3	$5.18K	Hold	622	–	–	﹤0.01%	510
2023 Q2	$5.21K	Buy	622 +2	+0.3%	+$17	﹤0.01%	509
2023 Q1	$5.05K	Hold	620	–	–	﹤0.01%	507
2022 Q4	$4.96K	Hold	620	–	–	﹤0.01%	514
2022 Q3	$3.78K	Buy	+620	New	+$4.01K	﹤0.01%	532

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

Financial Perspectives's HLN Position: Q2 2026 in Review

Financial Perspectives held its Haleon (HLN) position steady in Q2 2026 at 628 shares worth $5.86K. The position accounts for ﹤0.01% of the portfolio, ranked #596.

Financial Perspectives first reported a position in HLN in Q3 2022 and has held it in 16 quarters since. The position peaked at $6.64K in Q3 2024. 639 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

Financial Perspectives held 628 shares of Haleon worth $5.86K as of Q2 2026.
Financial Perspectives left its Haleon share count unchanged in Q2 2026.
Haleon made up ﹤0.01% of Financial Perspectives's portfolio in Q2 2026, its #596 holding.
Financial Perspectives first reported a position in Haleon in Q3 2022 and has held it in 16 quarters since.
Financial Perspectives's Haleon position peaked at $6.64K in Q3 2024.
639 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.