GI
HLN icon

GAMMA Investing’s Haleon HLN Stock Holding History

GAMMA Investing’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 		$344K Buy
38,217
+3,407
+10% +$33.1K 0.01% 936
2026
Q2 		$325K Buy
34,810
+5,338
+18% +$49.6K 0.01% 913
2026
Q1 		$295K Buy
29,472
+8,148
+38% +$84.8K 0.01% 856
2025
Q4 		$216K Sell
21,324
-2,051
-9% -$19.5K 0.01% 981
2025
Q3 		$210K Sell
23,375
-26
-0.1% -$250 0.01% 948
2025
Q2 		$243K Buy
23,401
+1,306
+6% +$13.8K 0.02% 790
2025
Q1 		$227K Buy
22,095
+837
+4% +$8.24K 0.02% 706
2024
Q4 		$203K Buy
21,258
+6,215
+41% +$60.8K 0.02% 683
2024
Q3 		$159K Buy
15,043
+4,992
+50% +$48.3K 0.02% 726
2024
Q2 		$83K Buy
10,051
+3,945
+65% +$33K 0.01% 877
2024
Q1 		$51.8K Buy
6,106
+3,676
+151% +$30.7K 0.01% 1027
2023
Q4 		$19.9K Buy
+2,430
New +$20K 0.01% 1512

Other funds holding HLN

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

GAMMA Investing's HLN Position: Q3 2026 in Review

GAMMA Investing increased its Haleon (HLN) stake by 9.8% in Q3 2026, buying an estimated $33.1K and bringing the position to 38,217 shares worth $344K. The position accounts for 0.01% of the portfolio, ranked #936.

GAMMA Investing first reported a position in HLN in Q4 2023 and has held it in 12 quarters since. 25 funds tracked by Wall St. Rank hold HLN as of Q3 2026.

  • GAMMA Investing held 38,217 shares of Haleon worth $344K as of Q3 2026.
  • GAMMA Investing bought 3,407 Haleon shares in Q3 2026, an estimated $33.1K.
  • Haleon made up 0.01% of GAMMA Investing's portfolio in Q3 2026, its #936 holding.
  • GAMMA Investing first reported a position in Haleon in Q4 2023 and has held it in 12 quarters since.
  • 25 funds tracked by Wall St. Rank held Haleon as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.