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Innovative Asset Advisors Group’s Haleon HLN Stock Holding History

Innovative Asset Advisors Group’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 		– Sell
-330
Closed -$3.3K – 606
2026
Q1 		$3.3K Buy
+330
New +$3.43K ﹤0.01% 829

Other funds holding HLN

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Innovative Asset Advisors Group's HLN Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of Haleon (HLN) in Q2 2026, closing a stake of 330 shares — an estimated $3.3K sold.

Innovative Asset Advisors Group first reported a position in HLN in Q1 2026 and held it in 1 quarter. The position peaked at $3.3K in Q1 2026. 610 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining Haleon position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 330 Haleon shares in Q2 2026, an estimated $3.3K.
  • Innovative Asset Advisors Group first reported a position in Haleon in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's Haleon position peaked at $3.3K in Q1 2026.
  • 610 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.