Focus Partners Wealth
HLN icon

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
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
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

Focus Partners Wealth's HLN Position: Q1 2026 in Review

Focus Partners Wealth increased its Haleon (HLN) stake by 14% in Q1 2026, buying an estimated $256K and bringing the position to 195,548 shares worth $3.42M. The position accounts for ﹤0.01% of the portfolio, ranked #1082.

Focus Partners Wealth first reported a position in HLN in Q2 2024 and has held it in 8 quarters since. 619 funds tracked by Wall St. Rank hold HLN as of Q1 2026.

  • Focus Partners Wealth held 195,548 shares of Haleon worth $3.42M as of Q1 2026.
  • Focus Partners Wealth bought 24,577 Haleon shares in Q1 2026, an estimated $256K.
  • Haleon made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1082 holding.
  • Focus Partners Wealth first reported a position in Haleon in Q2 2024 and has held it in 8 quarters since.
  • 619 funds tracked by Wall St. Rank held Haleon as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.