IWM
HLN icon

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
Q2 		$117K Sell
12,495
-3,612
-22% -$33.6K ﹤0.01% 1206
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 $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

IHT Wealth Management's HLN Position: Q2 2026 in Review

IHT Wealth Management reduced its Haleon (HLN) stake by 22% in Q2 2026, selling an estimated $33.6K and leaving 12,495 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #1206.

IHT Wealth Management first reported a position in HLN in Q3 2022 and has held it in 16 quarters since. The position peaked at $370K in Q3 2024. 643 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • IHT Wealth Management held 12,495 shares of Haleon worth $117K as of Q2 2026.
  • IHT Wealth Management sold 3,612 Haleon shares in Q2 2026, an estimated $33.6K.
  • Haleon made up ﹤0.01% of IHT Wealth Management's portfolio in Q2 2026, its #1206 holding.
  • IHT Wealth Management first reported a position in Haleon in Q3 2022 and has held it in 16 quarters since.
  • IHT Wealth Management's Haleon position peaked at $370K in Q3 2024.
  • 643 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.