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
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
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Focus Partners Wealth's HLN Position: Q2 2026 in Review

Focus Partners Wealth increased its Haleon (HLN) stake by 13% in Q2 2026, buying an estimated $239K and bringing the position to 221,287 shares worth $2.06M. The position accounts for ﹤0.01% of the portfolio, ranked #1342.

Focus Partners Wealth first reported a position in HLN in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.42M in Q1 2026. 641 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Focus Partners Wealth held 221,287 shares of Haleon worth $2.06M as of Q2 2026.
  • Focus Partners Wealth bought 25,739 Haleon shares in Q2 2026, an estimated $239K.
  • Haleon made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1342 holding.
  • Focus Partners Wealth first reported a position in Haleon in Q2 2024 and has held it in 9 quarters since.
  • Focus Partners Wealth's Haleon position peaked at $3.42M in Q1 2026.
  • 641 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.