IAA
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Independent Advisor Alliance’s Haleon HLN Stock Holding History

Independent Advisor Alliance’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 		$206K Sell
22,091
-8,282
-27% -$77K ﹤0.01% 968
2026
Q1 		$304K Sell
30,373
-5,475
-15% -$57K ﹤0.01% 1313
2025
Q4 		$362K Buy
35,848
+13,561
+61% +$129K 0.01% 738
2025
Q3 		$200K Sell
22,287
-6,938
-24% -$66.8K 0.01% 896
2025
Q2 		$303K Buy
29,225
+4,932
+20% +$52K 0.01% 719
2025
Q1 		$250K Sell
24,293
-3,030
-11% -$29.8K 0.01% 706
2024
Q4 		$261K Buy
27,323
+12,044
+79% +$118K ﹤0.01% 1191
2024
Q3 		$162K Sell
15,279
-267
-2% -$2.58K 0.01% 673
2024
Q2 		$128K Buy
15,546
+405
+3% +$3.38K ﹤0.01% 676
2024
Q1 		$129K Sell
15,141
-512
-3% -$4.28K ﹤0.01% 670
2023
Q4 		$129K Buy
+15,653
New +$129K ﹤0.01% 652
2023
Q3 		– Sell
-11,162
Closed -$93.5K – 670
2023
Q2 		$93.5K Sell
11,162
-1,662
-13% -$14.2K ﹤0.01% 643
2023
Q1 		$104K Buy
12,824
+201
+2% +$1.6K 0.01% 635
2022
Q4 		$101 Sell
12,623
-16,355
-56% -$111K ﹤0.01% 395
2022
Q3 		$176K Buy
+28,978
New +$188K 0.01% 584

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

Independent Advisor Alliance's HLN Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Haleon (HLN) stake by 27% in Q2 2026, selling an estimated $77K and leaving 22,091 shares worth $206K. The position accounts for ﹤0.01% of the portfolio, ranked #968.

Independent Advisor Alliance first reported a position in HLN in Q3 2022 and has held it in 15 quarters since. The position peaked at $362K in Q4 2025. 641 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Independent Advisor Alliance held 22,091 shares of Haleon worth $206K as of Q2 2026.
  • Independent Advisor Alliance sold 8,282 Haleon shares in Q2 2026, an estimated $77K.
  • Haleon made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #968 holding.
  • Independent Advisor Alliance first reported a position in Haleon in Q3 2022 and has held it in 15 quarters since.
  • Independent Advisor Alliance's Haleon position peaked at $362K in Q4 2025.
  • 641 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.