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Johnson Financial Group Inc (Wisconsin)’s Haleon HLN Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 		– Sell
-266
Closed -$2.69K – 936
2025
Q4 		$2.69K Buy
+266
New +$2.53K ﹤0.01% 779
2024
Q4 		– Sell
-1,400
Closed -$14.8K – 904
2024
Q3 		$14.8K Hold
1,400
– – ﹤0.01% 628
2024
Q2 		$11.6K Hold
1,400
– – ﹤0.01% 571
2024
Q1 		$11.9K Sell
1,400
-51
-4% -$426 ﹤0.01% 545
2023
Q4 		$11.9K Buy
+1,451
New +$12K ﹤0.01% 635

Other funds holding HLN

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s HLN Position: Q1 2026 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Haleon (HLN) in Q1 2026, closing a stake of 266 shares — an estimated $2.69K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in HLN in Q4 2023 and held it in 5 quarters. The position peaked at $14.8K in Q3 2024. 619 funds tracked by Wall St. Rank hold HLN as of Q1 2026.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Haleon position as of Q1 2026 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 266 Haleon shares in Q1 2026, an estimated $2.69K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Haleon in Q4 2023 and held it in 5 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s Haleon position peaked at $14.8K in Q3 2024.
  • 619 funds tracked by Wall St. Rank held Haleon as of Q1 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2026, filed 7 May 2026.