IWM
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IHT Wealth Management’s Haleon HLN Stock Holding History

IHT Wealth Management’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 		$161K Sell
16,107
-98
-0.6% -$1.02K ﹤0.01% 1210
2025
Q4 		$164K Buy
16,205
+1,049
+7% +$9.97K ﹤0.01% 1147
2025
Q3 		$136K Sell
15,156
-1,731
-10% -$16.7K ﹤0.01% 1139
2025
Q2 		$175K Sell
16,887
-1,640
-9% -$17.3K ﹤0.01% 1102
2025
Q1 		$191K Sell
18,527
-1,525
-8% -$15K 0.01% 1045
2024
Q4 		$191K Sell
20,052
-14,757
-42% -$144K 0.01% 1027
2024
Q3 		$370K Buy
34,809
+12,595
+57% +$122K 0.01% 825
2024
Q2 		$183K Sell
22,214
-3,546
-14% -$29.6K 0.01% 967
2024
Q1 		$219K Buy
25,760
+5,106
+25% +$42.7K 0.01% 909
2023
Q4 		$170K Buy
20,654
+1,511
+8% +$12.5K 0.01% 921
2023
Q3 		$159K Buy
19,143
+1,122
+6% +$9.34K 0.01% 898
2023
Q2 		$151K Sell
18,021
-1,322
-7% -$11.3K 0.01% 908
2023
Q1 		$157K Sell
19,343
-1,503
-7% -$12K 0.01% 879
2022
Q4 		$167K Sell
20,846
-904
-4% -$6.15K 0.01% 836
2022
Q3 		$132K Buy
+21,750
New +$141K 0.01% 808

Other funds holding HLN

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

IHT Wealth Management's HLN Position: Q1 2026 in Review

IHT Wealth Management reduced its Haleon (HLN) stake by 0.6% in Q1 2026, selling an estimated $1.02K and leaving 16,107 shares worth $161K. The position accounts for ﹤0.01% of the portfolio, ranked #1210.

IHT Wealth Management first reported a position in HLN in Q3 2022 and has held it in 15 quarters since. The position peaked at $370K in Q3 2024. 619 funds tracked by Wall St. Rank hold HLN as of Q1 2026.

  • IHT Wealth Management held 16,107 shares of Haleon worth $161K as of Q1 2026.
  • IHT Wealth Management sold 98 Haleon shares in Q1 2026, an estimated $1.02K.
  • Haleon made up ﹤0.01% of IHT Wealth Management's portfolio in Q1 2026, its #1210 holding.
  • IHT Wealth Management first reported a position in Haleon in Q3 2022 and has held it in 15 quarters since.
  • IHT Wealth Management's Haleon position peaked at $370K in Q3 2024.
  • 619 funds tracked by Wall St. Rank held Haleon as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.