HFP
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Holistic Financial Partners’s Haleon HLN Stock Holding History

Holistic Financial Partners’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 		$105K Sell
11,238
-1,324
-11% -$12.3K 0.06% 118
2026
Q1 		$126K Buy
12,562
+1,375
+12% +$14.3K 0.05% 144
2025
Q4 		$113K Sell
11,187
-2,491
-18% -$23.7K 0.04% 134
2025
Q3 		$123K Buy
13,678
+554
+4% +$5.34K 0.05% 134
2025
Q2 		$136K Sell
13,124
-255
-2% -$2.69K 0.06% 123
2025
Q1 		$138K Buy
13,379
+1,172
+10% +$11.5K 0.07% 117
2024
Q4 		$116K Buy
12,207
+1,518
+14% +$14.9K 0.06% 118
2024
Q3 		$113K Buy
10,689
+213
+2% +$2.06K 0.05% 116
2024
Q2 		$86.5K Sell
10,476
-1,465
-12% -$12.2K 0.04% 116
2024
Q1 		$101K Buy
+11,941
New +$99.8K 0.05% 132

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

Holistic Financial Partners's HLN Position: Q2 2026 in Review

Holistic Financial Partners reduced its Haleon (HLN) stake by 11% in Q2 2026, selling an estimated $12.3K and leaving 11,238 shares worth $105K. The position accounts for 0.06% of the portfolio, ranked #118.

Holistic Financial Partners first reported a position in HLN in Q1 2024 and has held it in 10 quarters since. The position peaked at $138K in Q1 2025. 641 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Holistic Financial Partners held 11,238 shares of Haleon worth $105K as of Q2 2026.
  • Holistic Financial Partners sold 1,324 Haleon shares in Q2 2026, an estimated $12.3K.
  • Haleon made up 0.06% of Holistic Financial Partners's portfolio in Q2 2026, its #118 holding.
  • Holistic Financial Partners first reported a position in Haleon in Q1 2024 and has held it in 10 quarters since.
  • Holistic Financial Partners's Haleon position peaked at $138K in Q1 2025.
  • 641 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Holistic Financial Partners's 13F filing for Q2 2026, filed 23 Jul 2026.