Focus Partners Wealth’s Haleon HLN Stock Holding History

Focus Partners Wealth’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 Q3	$1.67M	Sell	185,596 -35,691	-16%	-$347K	﹤0.01%	1448
2026 Q2	$2.06M	Buy	221,287 +25,739	+13%	+$239K	﹤0.01%	1342
2026 Q1	$3.42M	Buy	195,548 +24,577	+14%	+$256K	﹤0.01%	1082
2025 Q4	$1.73M	Buy	170,971 +16,406	+11%	+$156K	﹤0.01%	1385
2025 Q3	$1.39M	Buy	154,565 +72,146	+88%	+$695K	﹤0.01%	1157
2025 Q2	$855K	Buy	82,419 +9,313	+13%	+$98.2K	﹤0.01%	1212
2025 Q1	$752K	Buy	73,106 +1,178	+2%	+$11.6K	﹤0.01%	1174
2024 Q4	$686K	Buy	71,928 +42,651	+146%	+$417K	﹤0.01%	1193
2024 Q3	$310K	Buy	29,277 +555	+2%	+$5.37K	﹤0.01%	1312
2024 Q2	$238K	Buy	+28,722	New	+$240K	﹤0.01%	1124

Other funds holding HLN

Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $126B AUM 27.87% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Focus Partners Wealth's HLN Position: Q3 2026 in Review

Focus Partners Wealth reduced its Haleon (HLN) stake by 16% in Q3 2026, selling an estimated $347K and leaving 185,596 shares worth $1.67M. The position accounts for ﹤0.01% of the portfolio, ranked #1448.

Focus Partners Wealth first reported a position in HLN in Q2 2024 and has held it in 10 quarters since. The position peaked at $3.42M in Q1 2026. 535 funds tracked by Wall St. Rank hold HLN as of Q3 2026.

Focus Partners Wealth held 185,596 shares of Haleon worth $1.67M as of Q3 2026.
Focus Partners Wealth sold 35,691 Haleon shares in Q3 2026, an estimated $347K.
Haleon made up ﹤0.01% of Focus Partners Wealth's portfolio in Q3 2026, its #1448 holding.
Focus Partners Wealth first reported a position in Haleon in Q2 2024 and has held it in 10 quarters since.
Focus Partners Wealth's Haleon position peaked at $3.42M in Q1 2026.
535 funds tracked by Wall St. Rank held Haleon as of Q3 2026.

Based on Focus Partners Wealth's 13F filing for Q3 2026, filed 12 Nov 2026.