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IFP Advisors’s Haleon HLN Stock Holding History

IFP Advisors’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 		$34.4K Sell
3,683
-1,062
-22% -$9.87K ﹤0.01% 2627
2026
Q1 		$47.5K Buy
4,745
+946
+25% +$9.84K ﹤0.01% 2269
2025
Q4 		$38.4K Buy
3,799
+607
+19% +$5.77K ﹤0.01% 2339
2025
Q3 		$28.6K Sell
3,192
-886
-22% -$8.53K ﹤0.01% 2385
2025
Q2 		$42.3K Buy
4,078
+271
+7% +$2.86K ﹤0.01% 2137
2025
Q1 		$39.2K Sell
3,807
-4,144
-52% -$40.8K ﹤0.01% 2006
2024
Q4 		$75.9K Buy
7,951
+649
+9% +$6.35K ﹤0.01% 1610
2024
Q3 		$77.3K Sell
7,302
-3,707
-34% -$35.8K ﹤0.01% 1524
2024
Q2 		$90.9K Buy
11,009
+1,449
+15% +$12.1K ﹤0.01% 1413
2024
Q1 		$81.2K Sell
9,560
-707
-7% -$5.91K ﹤0.01% 1376
2023
Q4 		$84.5K Buy
10,267
+513
+5% +$4.23K ﹤0.01% 1318
2023
Q3 		$81.2K Buy
9,754
+3,922
+67% +$32.7K ﹤0.01% 1356
2023
Q2 		$48.9K Sell
5,832
-1,423
-20% -$12.1K ﹤0.01% 1615
2023
Q1 		$54.4K Sell
7,255
-10,403
-59% -$82.9K ﹤0.01% 1529
2022
Q4 		$148K Buy
+17,658
New +$120K ﹤0.01% 1516

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

IFP Advisors's HLN Position: Q2 2026 in Review

IFP Advisors reduced its Haleon (HLN) stake by 22% in Q2 2026, selling an estimated $9.87K and leaving 3,683 shares worth $34.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2627.

IFP Advisors first reported a position in HLN in Q4 2022 and has held it in 15 quarters since. The position peaked at $148K in Q4 2022. 641 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • IFP Advisors held 3,683 shares of Haleon worth $34.4K as of Q2 2026.
  • IFP Advisors sold 1,062 Haleon shares in Q2 2026, an estimated $9.87K.
  • Haleon made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2627 holding.
  • IFP Advisors first reported a position in Haleon in Q4 2022 and has held it in 15 quarters since.
  • IFP Advisors's Haleon position peaked at $148K in Q4 2022.
  • 641 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.