IC
HLN icon

IEQ Capital’s Haleon HLN Stock Holding History

IEQ Capital’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 		$677K Sell
72,543
-11,134
-13% -$104K ﹤0.01% 1272
2026
Q1 		$838K Buy
83,677
+512
+0.6% +$5.33K ﹤0.01% 1110
2025
Q4 		$841K Buy
83,165
+16,958
+26% +$161K ﹤0.01% 1109
2025
Q3 		$594K Buy
66,207
+27,989
+73% +$270K ﹤0.01% 1215
2025
Q2 		$396K Buy
38,218
+7,716
+25% +$81.4K ﹤0.01% 1268
2025
Q1 		$314K Buy
30,502
+2,251
+8% +$22.2K ﹤0.01% 1165
2024
Q4 		$270K Buy
28,251
+4,079
+17% +$39.9K ﹤0.01% 1074
2024
Q3 		$256K Buy
24,172
+10,431
+76% +$101K ﹤0.01% 980
2024
Q2 		$114K Buy
13,741
+2,889
+27% +$24.1K ﹤0.01% 950
2024
Q1 		$92.1K Buy
+10,852
New +$90.7K ﹤0.01% 928

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

IEQ Capital's HLN Position: Q2 2026 in Review

IEQ Capital reduced its Haleon (HLN) stake by 13% in Q2 2026, selling an estimated $104K and leaving 72,543 shares worth $677K. The position accounts for ﹤0.01% of the portfolio, ranked #1272.

IEQ Capital first reported a position in HLN in Q1 2024 and has held it in 10 quarters since. The position peaked at $841K in Q4 2025. 638 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • IEQ Capital held 72,543 shares of Haleon worth $677K as of Q2 2026.
  • IEQ Capital sold 11,134 Haleon shares in Q2 2026, an estimated $104K.
  • Haleon made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1272 holding.
  • IEQ Capital first reported a position in Haleon in Q1 2024 and has held it in 10 quarters since.
  • IEQ Capital's Haleon position peaked at $841K in Q4 2025.
  • 638 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.