HWM
HLN icon

HB Wealth Management’s Haleon HLN Stock Holding History

HB 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 		$1.24M Sell
133,227
-5,045
-4% -$46.9K 0.01% 653
2026
Q1 		$1.38M Buy
138,272
+4,691
+4% +$48.8K 0.01% 539
2025
Q4 		$1.35M Buy
133,581
+5,857
+5% +$55.7K 0.01% 526
2025
Q3 		$1.15M Sell
127,724
-7,072
-5% -$68.1K 0.01% 571
2025
Q2 		$1.4M Buy
134,796
+43,202
+47% +$456K 0.01% 460
2025
Q1 		$943K Buy
91,594
+27,192
+42% +$268K 0.01% 557
2024
Q4 		$614K Buy
64,402
+13,743
+27% +$134K 0.01% 556
2024
Q3 		$536K Buy
50,659
+40,392
+393% +$391K 0.01% 567
2024
Q2 		$84.8K Hold
10,267
– – ﹤0.01% 886
2024
Q1 		$87.2K Buy
+10,267
New +$85.8K ﹤0.01% 820

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

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

HB Wealth Management reduced its Haleon (HLN) stake by 3.6% in Q2 2026, selling an estimated $46.9K and leaving 133,227 shares worth $1.24M. The position accounts for 0.01% of the portfolio, ranked #653.

HB Wealth Management first reported a position in HLN in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.4M in Q2 2025. 639 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • HB Wealth Management held 133,227 shares of Haleon worth $1.24M as of Q2 2026.
  • HB Wealth Management sold 5,045 Haleon shares in Q2 2026, an estimated $46.9K.
  • Haleon made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #653 holding.
  • HB Wealth Management first reported a position in Haleon in Q1 2024 and has held it in 10 quarters since.
  • HB Wealth Management's Haleon position peaked at $1.4M in Q2 2025.
  • 639 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.