FFS
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Founders Financial Securities’s Haleon HLN Stock Holding History

Founders Financial Securities’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 		$2.57M Buy
275,444
+72,398
+36% +$673K 0.13% 151
2026
Q1 		$2.03M Sell
203,046
-10,353
-5% -$108K 0.11% 175
2025
Q4 		$2.16M Buy
213,399
+3,967
+2% +$37.7K 0.13% 160
2025
Q3 		$1.88M Buy
209,432
+45,378
+28% +$437K 0.13% 162
2025
Q2 		$1.7M Buy
164,054
+28,242
+21% +$298K 0.13% 158
2025
Q1 		$1.39M Buy
135,812
+16,024
+13% +$158K 0.12% 177
2024
Q4 		$1.14M Buy
119,788
+17,028
+17% +$167K 0.1% 168
2024
Q3 		$1.09M Buy
102,760
+26,249
+34% +$254K 0.1% 173
2024
Q2 		$632K Buy
76,511
+11,552
+18% +$96.5K 0.06% 244
2024
Q1 		$552K Buy
+64,959
New +$543K 0.06% 246

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

Founders Financial Securities's HLN Position: Q2 2026 in Review

Founders Financial Securities increased its Haleon (HLN) stake by 36% in Q2 2026, buying an estimated $673K and bringing the position to 275,444 shares worth $2.57M. The position accounts for 0.13% of the portfolio, ranked #151.

Founders Financial Securities first reported a position in HLN in Q1 2024 and has held it in 10 quarters since. 638 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Founders Financial Securities held 275,444 shares of Haleon worth $2.57M as of Q2 2026.
  • Founders Financial Securities bought 72,398 Haleon shares in Q2 2026, an estimated $673K.
  • Haleon made up 0.13% of Founders Financial Securities's portfolio in Q2 2026, its #151 holding.
  • Founders Financial Securities first reported a position in Haleon in Q1 2024 and has held it in 10 quarters since.
  • 638 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.