GRP
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Global Retirement Partners’s Haleon HLN Stock Holding History

Global Retirement Partners’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 		$240K Buy
+25,690
New +$239K ﹤0.01% 1474
2025
Q4 		$193K Buy
19,053
+6,307
+49% +$60K ﹤0.01% 1494
2025
Q3 		$114K Sell
12,746
-3,231
-20% -$31.1K ﹤0.01% 1462
2025
Q2 		$166K Buy
+15,977
New +$169K ﹤0.01% 1187
2024
Q4 		$126K Sell
13,168
-4,400
-25% -$43.1K ﹤0.01% 1161
2024
Q3 		$186K Sell
17,568
-450
-2% -$4.35K 0.01% 940
2024
Q2 		$149K Sell
18,018
-4,362
-19% -$36.5K ﹤0.01% 1012
2024
Q1 		$190K Buy
22,380
+778
+4% +$6.5K 0.01% 808
2023
Q4 		$183K Buy
21,602
+318
+1% +$2.62K 0.01% 788
2023
Q3 		$178K Sell
21,284
-231
-1% -$1.92K 0.01% 713
2023
Q2 		$180K Sell
21,515
-4
-0% -$34 0.01% 728
2023
Q1 		$187K Buy
21,519
+10,924
+103% +$87.1K 0.01% 696
2022
Q4 		$84.8K Buy
10,595
+2,142
+25% +$14.6K 0.01% 869
2022
Q3 		$52K Buy
+8,453
New +$54.7K ﹤0.01% 996

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

Global Retirement Partners's HLN Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Haleon (HLN) in Q2 2026: 25,690 shares worth $240K. The stake represents ﹤0.01% of the portfolio and ranks #1474 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in HLN as recently as Q4 2025.

Global Retirement Partners first reported a position in HLN in Q3 2022 and has held it in 14 quarters since. 641 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Global Retirement Partners held 25,690 shares of Haleon worth $240K as of Q2 2026.
  • Haleon was a new Global Retirement Partners position in Q2 2026.
  • Haleon made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1474 holding.
  • Global Retirement Partners first reported a position in Haleon in Q3 2022 and has held it in 14 quarters since.
  • 641 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.