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First Affirmative Financial Network’s Haleon HLN Stock Holding History

First Affirmative Financial Network’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 		$401K Buy
+40,028
New +$416K 0.16% 164
2025
Q3 		$136K Buy
+15,217
New +$147K 0.06% 281

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

First Affirmative Financial Network's HLN Position: Q1 2026 in Review

First Affirmative Financial Network opened a new position in Haleon (HLN) in Q1 2026: 40,028 shares worth $401K. The stake represents 0.16% of the portfolio and ranks #164 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in HLN as recently as Q3 2025.

First Affirmative Financial Network first reported a position in HLN in Q3 2025 and has held it in 2 quarters since. 620 funds tracked by Wall St. Rank hold HLN as of Q1 2026.

  • First Affirmative Financial Network held 40,028 shares of Haleon worth $401K as of Q1 2026.
  • Haleon was a new First Affirmative Financial Network position in Q1 2026.
  • Haleon made up 0.16% of First Affirmative Financial Network's portfolio in Q1 2026, its #164 holding.
  • First Affirmative Financial Network first reported a position in Haleon in Q3 2025 and has held it in 2 quarters since.
  • 620 funds tracked by Wall St. Rank held Haleon as of Q1 2026.

Based on First Affirmative Financial Network's 13F filing for Q1 2026, filed 8 May 2026.