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 Q2	–	Sell	-19,546	Closed	-$196K	–	309
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 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

Greenwich Wealth Management's HLN Position: Q2 2026 in Review

Greenwich Wealth Management sold out of Haleon (HLN) in Q2 2026, closing a stake of 19,546 shares — an estimated $196K sold.

Greenwich Wealth Management first reported a position in HLN in Q3 2022 and held it in 15 quarters. The position peaked at $421K in Q3 2024. 643 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

Greenwich Wealth Management reported no remaining Haleon position as of Q2 2026 after selling out during the quarter.
Greenwich Wealth Management sold 19,546 Haleon shares in Q2 2026, an estimated $196K.
Greenwich Wealth Management first reported a position in Haleon in Q3 2022 and held it in 15 quarters.
Greenwich Wealth Management's Haleon position peaked at $421K in Q3 2024.
643 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Greenwich Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.