Goodman Financial’s Haleon HLN Stock Holding History

Goodman Financial’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	$16.8M	Buy	1,803,127 +655,468	+57%	+$6.09M	2.6%	15
2026 Q1	$11.5M	Buy	+1,147,659	New	+$11.9M	1.97%	25

Other funds holding HLN

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goodman Financial's HLN Position: Q2 2026 in Review

Goodman Financial increased its Haleon (HLN) stake by 57% in Q2 2026, buying an estimated $6.09M and bringing the position to 1,803,127 shares worth $16.8M. The position accounts for 2.6% of the portfolio, ranked #15.

Goodman Financial first reported a position in HLN in Q1 2026 and has held it in 2 quarters since. 641 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

Goodman Financial held 1,803,127 shares of Haleon worth $16.8M as of Q2 2026.
Goodman Financial bought 655,468 Haleon shares in Q2 2026, an estimated $6.09M.
Haleon made up 2.6% of Goodman Financial's portfolio in Q2 2026, its #15 holding.
Goodman Financial first reported a position in Haleon in Q1 2026 and has held it in 2 quarters since.
641 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Goodman Financial's 13F filing for Q2 2026, filed 29 Jul 2026.