James T. Borello
HLN icon

James T. Borello’s Haleon HLN Stock Holding History

James T. Borello’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
Q3 		$26.6K Sell
2,950
-822
-22% -$7.99K 0.01% 353
2026
Q2 		$35.2K Buy
3,772
+1,437
+62% +$13.4K 0.01% 294
2026
Q1 		$23.4K Buy
2,335
+2,301
+6,768% +$23.9K 0.01% 338
2025
Q4 		$344 Buy
+34
New +$323 ﹤0.01% 963

Other funds holding HLN

Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Welch & Forbes
Welch & Forbes Boston, Massachusetts $8.34B AUM 13.98% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

James T. Borello's HLN Position: Q3 2026 in Review

James T. Borello reduced its Haleon (HLN) stake by 22% in Q3 2026, selling an estimated $7.99K and leaving 2,950 shares worth $26.6K. The position accounts for 0.01% of the portfolio, ranked #353.

James T. Borello first reported a position in HLN in Q4 2025 and has held it in 4 quarters since. The position peaked at $35.2K in Q2 2026. 269 funds tracked by Wall St. Rank hold HLN as of Q3 2026.

  • James T. Borello held 2,950 shares of Haleon worth $26.6K as of Q3 2026.
  • James T. Borello sold 822 Haleon shares in Q3 2026, an estimated $7.99K.
  • Haleon made up 0.01% of James T. Borello's portfolio in Q3 2026, its #353 holding.
  • James T. Borello first reported a position in Haleon in Q4 2025 and has held it in 4 quarters since.
  • James T. Borello's Haleon position peaked at $35.2K in Q2 2026.
  • 269 funds tracked by Wall St. Rank held Haleon as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.