JO
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John Overdeck’s Haleon HLN Stock Holding History

John Overdeck’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 		$780K Buy
+83,638
New +$778K ﹤0.01% 3808
2025
Q3 		– Sell
-35,837
Closed -$372K – 3766
2025
Q2 		$372K Sell
35,837
-79,800
-69% -$842K ﹤0.01% 2707
2025
Q1 		$1.19M Sell
115,637
-86,855
-43% -$855K ﹤0.01% 2078
2024
Q4 		$1.93M Sell
202,492
-526,712
-72% -$5.15M ﹤0.01% 1746
2024
Q3 		$7.71M Sell
729,204
-1,369,916
-65% -$13.2M 0.02% 871
2024
Q2 		$17.3M Buy
2,099,120
+1,238,834
+144% +$10.4M 0.04% 509
2024
Q1 		$7.3M Buy
+860,286
New +$7.19M 0.02% 783
2023
Q3 		– Sell
-239,900
Closed -$2.01M – 3058
2023
Q2 		$2.01M Buy
+239,900
New +$2.05M 0.01% 1430

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

John Overdeck's HLN Position: Q2 2026 in Review

John Overdeck opened a new position in Haleon (HLN) in Q2 2026: 83,638 shares worth $780K. The stake represents ﹤0.01% of the portfolio and ranks #3808 among its holdings. This is a return to the name: John Overdeck previously reported a position in HLN as recently as Q2 2025.

John Overdeck first reported a position in HLN in Q2 2023 and has held it in 8 quarters since. The position peaked at $17.3M in Q2 2024. 638 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • John Overdeck held 83,638 shares of Haleon worth $780K as of Q2 2026.
  • Haleon was a new John Overdeck position in Q2 2026.
  • Haleon made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #3808 holding.
  • John Overdeck first reported a position in Haleon in Q2 2023 and has held it in 8 quarters since.
  • John Overdeck's Haleon position peaked at $17.3M in Q2 2024.
  • 638 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.