FPL
HLN icon

Fortress Private Ledger’s Haleon HLN Stock Holding History

Fortress Private Ledger’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 		$416K Buy
41,583
+7,029
+20% +$73.1K 0.13% 152
2025
Q4 		$349K Sell
34,554
-4,944
-13% -$47K 0.12% 148
2025
Q3 		$354K Buy
39,498
+10,712
+37% +$103K 0.13% 144
2025
Q2 		$299K Buy
28,786
+12,304
+75% +$130K 0.14% 144
2025
Q1 		$170K Buy
+16,482
New +$162K 0.09% 167

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

Fortress Private Ledger's HLN Position: Q1 2026 in Review

Fortress Private Ledger increased its Haleon (HLN) stake by 20% in Q1 2026, buying an estimated $73.1K and bringing the position to 41,583 shares worth $416K. The position accounts for 0.13% of the portfolio, ranked #152.

Fortress Private Ledger first reported a position in HLN in Q1 2025 and has held it in 5 quarters since. 620 funds tracked by Wall St. Rank hold HLN as of Q1 2026.

  • Fortress Private Ledger held 41,583 shares of Haleon worth $416K as of Q1 2026.
  • Fortress Private Ledger bought 7,029 Haleon shares in Q1 2026, an estimated $73.1K.
  • Haleon made up 0.13% of Fortress Private Ledger's portfolio in Q1 2026, its #152 holding.
  • Fortress Private Ledger first reported a position in Haleon in Q1 2025 and has held it in 5 quarters since.
  • 620 funds tracked by Wall St. Rank held Haleon as of Q1 2026.

Based on Fortress Private Ledger's 13F filing for Q1 2026, filed 13 May 2026.