Harbor Asset Planning’s Haleon HLN Stock Holding History

Harbor Asset Planning’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	$1.87K	Hold	200	–	–	﹤0.01%	392
2026 Q1	$2K	Hold	200	–	–	﹤0.01%	395
2025 Q4	$2.02K	Hold	200	–	–	﹤0.01%	409
2025 Q3	$1.79K	Hold	200	–	–	﹤0.01%	384
2025 Q2	$2.07K	Buy	+200	New	+$2.11K	﹤0.01%	382

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

Harbor Asset Planning's HLN Position: Q2 2026 in Review

Harbor Asset Planning held its Haleon (HLN) position steady in Q2 2026 at 200 shares worth $1.87K. The position accounts for ﹤0.01% of the portfolio, ranked #392.

Harbor Asset Planning first reported a position in HLN in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.07K in Q2 2025. 639 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

Harbor Asset Planning held 200 shares of Haleon worth $1.87K as of Q2 2026.
Harbor Asset Planning left its Haleon share count unchanged in Q2 2026.
Haleon made up ﹤0.01% of Harbor Asset Planning's portfolio in Q2 2026, its #392 holding.
Harbor Asset Planning first reported a position in Haleon in Q2 2025 and has held it in 5 quarters since.
Harbor Asset Planning's Haleon position peaked at $2.07K in Q2 2025.
639 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.