HAG
HLN icon

HighPoint Advisor Group’s Haleon HLN Stock Holding History

HighPoint Advisor Group’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
Q1 		– Sell
-54,206
Closed -$548K – 829
2025
Q4 		$548K Buy
54,206
+1,913
+4% +$18.2K 0.01% 640
2025
Q3 		$469K Buy
52,293
+7,836
+18% +$75.5K 0.02% 410
2025
Q2 		$461K Buy
44,457
+3,274
+8% +$34.5K 0.02% 395
2025
Q1 		$423K Buy
41,183
+3,415
+9% +$33.6K 0.02% 396
2024
Q4 		$372K Buy
37,768
+2,213
+6% +$21.7K 0.02% 449
2024
Q3 		$376K Buy
35,555
+2,937
+9% +$28.4K 0.02% 425
2024
Q2 		$297K Buy
32,618
+4,595
+16% +$38.4K 0.02% 478
2024
Q1 		$231K Sell
28,023
-36,305
-56% -$303K 0.02% 553
2023
Q4 		$542K Buy
+64,328
New +$530K 0.04% 339

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
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

HighPoint Advisor Group's HLN Position: Q1 2026 in Review

HighPoint Advisor Group sold out of Haleon (HLN) in Q1 2026, closing a stake of 54,206 shares — an estimated $548K sold.

HighPoint Advisor Group first reported a position in HLN in Q4 2023 and held it in 9 quarters. The position peaked at $548K in Q4 2025. 625 funds tracked by Wall St. Rank hold HLN as of Q1 2026.

  • HighPoint Advisor Group reported no remaining Haleon position as of Q1 2026 after selling out during the quarter.
  • HighPoint Advisor Group sold 54,206 Haleon shares in Q1 2026, an estimated $548K.
  • HighPoint Advisor Group first reported a position in Haleon in Q4 2023 and held it in 9 quarters.
  • HighPoint Advisor Group's Haleon position peaked at $548K in Q4 2025.
  • 625 funds tracked by Wall St. Rank held Haleon as of Q1 2026.

Based on HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.