HFS
HLN icon

Hantz Financial Services’s Haleon HLN Stock Holding History

Hantz Financial Services’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 		$7.95M Buy
852,184
+32,113
+4% +$299K 0.11% 118
2026
Q1 		$8.21M Buy
820,071
+121,804
+17% +$1.27M 0.13% 113
2025
Q4 		$7.06M Buy
698,267
+69,818
+11% +$664K 0.1% 144
2025
Q3 		$5.64M Buy
628,449
+14,959
+2% +$144K 0.09% 195
2025
Q2 		$6.36M Buy
613,490
+9,532
+2% +$101K 0.1% 189
2025
Q1 		$6.21M Sell
603,958
-988
-0.2% -$9.72K 0.11% 185
2024
Q4 		$5.77M Buy
604,946
+182,015
+43% +$1.78M 0.1% 196
2024
Q3 		$4.47M Buy
422,931
+4,180
+1% +$40.4K 0.08% 227
2024
Q2 		$3.46M Sell
418,751
-10,897
-3% -$91.1K 0.07% 251
2024
Q1 		$3.65M Buy
429,648
+300,506
+233% +$2.51M 0.07% 257
2023
Q4 		$1.06M Buy
129,142
+508
+0.4% +$4.19K 0.02% 423
2023
Q3 		$1.07M Buy
128,634
+12,875
+11% +$107K 0.03% 396
2023
Q2 		$970K Sell
115,759
-130,816
-53% -$1.12M 0.02% 407
2023
Q1 		$2.01M Buy
246,575
+13,634
+6% +$109K 0.05% 301
2022
Q4 		$1.86M Buy
232,941
+9,360
+4% +$63.7K 0.06% 301
2022
Q3 		$1.36M Buy
+223,581
New +$1.45M 0.05% 314

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

Hantz Financial Services's HLN Position: Q2 2026 in Review

Hantz Financial Services increased its Haleon (HLN) stake by 3.9% in Q2 2026, buying an estimated $299K and bringing the position to 852,184 shares worth $7.95M. The position accounts for 0.11% of the portfolio, ranked #118.

Hantz Financial Services first reported a position in HLN in Q3 2022 and has held it in 16 quarters since. The position peaked at $8.21M in Q1 2026. 639 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Hantz Financial Services held 852,184 shares of Haleon worth $7.95M as of Q2 2026.
  • Hantz Financial Services bought 32,113 Haleon shares in Q2 2026, an estimated $299K.
  • Haleon made up 0.11% of Hantz Financial Services's portfolio in Q2 2026, its #118 holding.
  • Hantz Financial Services first reported a position in Haleon in Q3 2022 and has held it in 16 quarters since.
  • Hantz Financial Services's Haleon position peaked at $8.21M in Q1 2026.
  • 639 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.