HIW
HLN icon

Holos Integrated Wealth’s Haleon HLN Stock Holding History

Holos Integrated Wealth’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 		$394 Hold
40
– – ﹤0.01% 364
2026
Q1 		$395 Hold
40
– – ﹤0.01% 388
2025
Q4 		$400 Hold
40
– – ﹤0.01% 297
2025
Q3 		$360 Hold
40
– – ﹤0.01% 295
2025
Q2 		$382 Hold
40
– – ﹤0.01% 297
2025
Q1 		$412 Hold
40
– – ﹤0.01% 302
2024
Q4 		$382 Buy
+40
New +$391 ﹤0.01% 303

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

Holos Integrated Wealth's HLN Position: Q2 2026 in Review

Holos Integrated Wealth held its Haleon (HLN) position steady in Q2 2026 at 40 shares worth $394. The position accounts for ﹤0.01% of the portfolio, ranked #364.

Holos Integrated Wealth first reported a position in HLN in Q4 2024 and has held it in 7 quarters since. The position peaked at $412 in Q1 2025. 641 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Holos Integrated Wealth held 40 shares of Haleon worth $394 as of Q2 2026.
  • Holos Integrated Wealth left its Haleon share count unchanged in Q2 2026.
  • Haleon made up ﹤0.01% of Holos Integrated Wealth's portfolio in Q2 2026, its #364 holding.
  • Holos Integrated Wealth first reported a position in Haleon in Q4 2024 and has held it in 7 quarters since.
  • Holos Integrated Wealth's Haleon position peaked at $412 in Q1 2025.
  • 641 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.