GKIM
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GW&K Investment Management’s Haleon HLN Stock Holding History

GW&K Investment 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 		$35K Sell
3,796
-73
-2% -$679 ﹤0.01% 668
2026
Q1 		$39K Buy
3,869
+369
+11% +$3.84K ﹤0.01% 607
2025
Q4 		$35K Hold
3,500
– – ﹤0.01% 623
2025
Q3 		$31K Sell
3,500
-6
-0.2% -$58 ﹤0.01% 632
2025
Q2 		$36K Buy
3,506
+64
+2% +$675 ﹤0.01% 566
2025
Q1 		$35K Buy
3,442
+191
+6% +$1.88K ﹤0.01% 541
2024
Q4 		$31K Hold
3,251
– – ﹤0.01% 541
2024
Q3 		$34K Hold
3,251
– – ﹤0.01% 507
2024
Q2 		$27K Buy
3,251
+90
+3% +$752 ﹤0.01% 514
2024
Q1 		$27K Sell
3,161
-640
-17% -$5.35K ﹤0.01% 493
2023
Q4 		$31K Hold
3,801
– – ﹤0.01% 455
2023
Q3 		$32K Hold
3,801
– – ﹤0.01% 433
2023
Q2 		$32K Buy
3,801
+272
+8% +$2.32K ﹤0.01% 418
2023
Q1 		$29K Buy
3,529
+2,665
+308% +$21.2K ﹤0.01% 368
2022
Q4 		$7K Buy
+864
New +$5.88K ﹤0.01% 375

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

GW&K Investment Management's HLN Position: Q2 2026 in Review

GW&K Investment Management reduced its Haleon (HLN) stake by 1.9% in Q2 2026, selling an estimated $679 and leaving 3,796 shares worth $35K. The position accounts for ﹤0.01% of the portfolio, ranked #668.

GW&K Investment Management first reported a position in HLN in Q4 2022 and has held it in 15 quarters since. The position peaked at $39K in Q1 2026. 646 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • GW&K Investment Management held 3,796 shares of Haleon worth $35K as of Q2 2026.
  • GW&K Investment Management sold 73 Haleon shares in Q2 2026, an estimated $679.
  • Haleon made up ﹤0.01% of GW&K Investment Management's portfolio in Q2 2026, its #668 holding.
  • GW&K Investment Management first reported a position in Haleon in Q4 2022 and has held it in 15 quarters since.
  • GW&K Investment Management's Haleon position peaked at $39K in Q1 2026.
  • 646 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on GW&K Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.