IMA Advisory Services’s Haleon HLN Stock Holding History

IMA Advisory Services’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	$10K	Buy	1,076 +792	+279%	+$7.36K	﹤0.01%	744
2026 Q1	$2.84K	Sell	284 -12	-4%	-$125	﹤0.01%	550
2025 Q4	$2.99K	Buy	296 +218	+279%	+$2.07K	﹤0.01%	562
2025 Q3	$700	Hold	78	–	–	﹤0.01%	385
2025 Q2	$809	Hold	78	–	–	﹤0.01%	363
2025 Q1	$802	Buy	+78	New	+$768	﹤0.01%	335
2024 Q4	–	Sell	-78	Closed	-$825	–	223
2024 Q3	$825	Buy	+78	New	+$754	﹤0.01%	257
2023 Q4	–	Sell	-78	Closed	-$654	–	153
2023 Q3	$654	Sell	78 -78	-50%	-$650	﹤0.01%	279
2023 Q2	$1.31K	Hold	156	–	–	﹤0.01%	280
2023 Q1	$1.27K	Hold	156	–	–	﹤0.01%	286
2022 Q4	$1.25K	Hold	156	–	–	﹤0.01%	310
2022 Q3	$1K	Buy	+156	New	+$1.01K	﹤0.01%	310

Other funds holding HLN

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

IMA Advisory Services's HLN Position: Q2 2026 in Review

IMA Advisory Services increased its Haleon (HLN) stake by 279% in Q2 2026, buying an estimated $7.36K and bringing the position to 1,076 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #744.

IMA Advisory Services first reported a position in HLN in Q3 2022 and has held it in 12 quarters since. 646 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

IMA Advisory Services held 1,076 shares of Haleon worth $10K as of Q2 2026.
IMA Advisory Services bought 792 Haleon shares in Q2 2026, an estimated $7.36K.
Haleon made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #744 holding.
IMA Advisory Services first reported a position in Haleon in Q3 2022 and has held it in 12 quarters since.
646 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.