First Pacific Financial’s Haleon HLN Stock Holding History

First Pacific Financial’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	$2.45K	Buy	263 +59	+29%	+$549	﹤0.01%	483
2026 Q1	$2.04K	Buy	+204	New	+$2.12K	﹤0.01%	532
2025 Q3	–	Sell	-576	Closed	-$5.97K	–	544
2025 Q2	$5.97K	Buy	+576	New	+$6.08K	﹤0.01%	372

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

First Pacific Financial's HLN Position: Q2 2026 in Review

First Pacific Financial increased its Haleon (HLN) stake by 29% in Q2 2026, buying an estimated $549 and bringing the position to 263 shares worth $2.45K. The position accounts for ﹤0.01% of the portfolio, ranked #483.

First Pacific Financial first reported a position in HLN in Q2 2025 and has held it in 3 quarters since. The position peaked at $5.97K in Q2 2025. 646 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

First Pacific Financial held 263 shares of Haleon worth $2.45K as of Q2 2026.
First Pacific Financial bought 59 Haleon shares in Q2 2026, an estimated $549.
Haleon made up ﹤0.01% of First Pacific Financial's portfolio in Q2 2026, its #483 holding.
First Pacific Financial first reported a position in Haleon in Q2 2025 and has held it in 3 quarters since.
First Pacific Financial's Haleon position peaked at $5.97K in Q2 2025.
646 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on First Pacific Financial's 13F filing for Q2 2026, filed 20 Jul 2026.