GWM
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Greenwich Wealth Management’s Haleon HLN Stock Holding History

Greenwich Wealth Management’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 		$196K Hold
19,546
– – 0.01% 289
2025
Q4 		$198K Hold
19,546
– – 0.01% 274
2025
Q3 		$175K Hold
19,546
– – 0.01% 262
2025
Q2 		$203K Hold
19,546
– – 0.01% 236
2025
Q1 		$201K Sell
19,546
-21,150
-52% -$208K 0.02% 226
2024
Q4 		$388K Buy
40,696
+894
+2% +$8.75K 0.03% 191
2024
Q3 		$421K Hold
39,802
– – 0.03% 181
2024
Q2 		$329K Hold
39,802
– – 0.02% 186
2024
Q1 		$338K Sell
39,802
-500
-1% -$4.18K 0.03% 185
2023
Q4 		$332K Hold
40,302
– – 0.03% 183
2023
Q3 		$336K Hold
40,302
– – 0.04% 175
2023
Q2 		$338K Hold
40,302
– – 0.04% 174
2023
Q1 		$328K Hold
40,302
– – 0.04% 175
2022
Q4 		$322K Hold
40,302
– – 0.04% 181
2022
Q3 		$245K Buy
+40,302
New +$261K 0.03% 200

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

Greenwich Wealth Management's HLN Position: Q1 2026 in Review

Greenwich Wealth Management held its Haleon (HLN) position steady in Q1 2026 at 19,546 shares worth $196K. The position accounts for 0.01% of the portfolio, ranked #289.

Greenwich Wealth Management first reported a position in HLN in Q3 2022 and has held it in 15 quarters since. The position peaked at $421K in Q3 2024. 619 funds tracked by Wall St. Rank hold HLN as of Q1 2026.

  • Greenwich Wealth Management held 19,546 shares of Haleon worth $196K as of Q1 2026.
  • Greenwich Wealth Management left its Haleon share count unchanged in Q1 2026.
  • Haleon made up 0.01% of Greenwich Wealth Management's portfolio in Q1 2026, its #289 holding.
  • Greenwich Wealth Management first reported a position in Haleon in Q3 2022 and has held it in 15 quarters since.
  • Greenwich Wealth Management's Haleon position peaked at $421K in Q3 2024.
  • 619 funds tracked by Wall St. Rank held Haleon as of Q1 2026.

Based on Greenwich Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.