Insigneo Advisory Services’s Haleon HLN Stock Holding History

Insigneo 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 Q1	$337K	Buy	33,681 +1,309	+4%	+$13.6K	0.02%	468
2025 Q4	$327K	Buy	32,372 +153	+0.5%	+$1.45K	0.02%	484
2025 Q3	$289K	Sell	32,219 -524	-2%	-$5.05K	0.02%	523
2025 Q2	$340K	Buy	32,743 +933	+3%	+$9.84K	0.03%	423
2025 Q1	$327K	Buy	31,810 +193	+0.6%	+$1.9K	0.03%	397
2024 Q4	$302K	Sell	31,617 -4,344	-12%	-$42.5K	0.03%	417
2024 Q3	$380K	Buy	35,961 +2,235	+7%	+$21.6K	0.04%	380
2024 Q2	$321K	Sell	33,726 -14,642	-30%	-$122K	0.04%	391
2024 Q1	$415K	Buy	48,368 +2,808	+6%	+$23.5K	0.05%	304
2023 Q4	$375K	Buy	45,560 +1,586	+4%	+$13.1K	0.05%	289
2023 Q3	$368K	Buy	+43,974	New	+$366K	0.07%	243

Other funds holding HLN

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Insigneo Advisory Services's HLN Position: Q1 2026 in Review

Insigneo Advisory Services increased its Haleon (HLN) stake by 4% in Q1 2026, buying an estimated $13.6K and bringing the position to 33,681 shares worth $337K. The position accounts for 0.02% of the portfolio, ranked #468.

Insigneo Advisory Services first reported a position in HLN in Q3 2023 and has held it in 11 quarters since. The position peaked at $415K in Q1 2024. 619 funds tracked by Wall St. Rank hold HLN as of Q1 2026.

Insigneo Advisory Services held 33,681 shares of Haleon worth $337K as of Q1 2026.
Insigneo Advisory Services bought 1,309 Haleon shares in Q1 2026, an estimated $13.6K.
Haleon made up 0.02% of Insigneo Advisory Services's portfolio in Q1 2026, its #468 holding.
Insigneo Advisory Services first reported a position in Haleon in Q3 2023 and has held it in 11 quarters since.
Insigneo Advisory Services's Haleon position peaked at $415K in Q1 2024.
619 funds tracked by Wall St. Rank held Haleon as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.