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Kelleher Financial Advisors’s Haleon HLN Stock Holding History

Kelleher Financial Advisors’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 		$1.38K Buy
148
+74
+100% +$688 ﹤0.01% 784
2026
Q1 		$741 Hold
74
– – ﹤0.01% 656
2025
Q4 		$748 Hold
74
– – ﹤0.01% 673
2025
Q3 		$664 Buy
+74
New +$713 ﹤0.01% 615

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

Kelleher Financial Advisors's HLN Position: Q2 2026 in Review

Kelleher Financial Advisors increased its Haleon (HLN) stake by 100% in Q2 2026, buying an estimated $688 and bringing the position to 148 shares worth $1.38K. The position accounts for ﹤0.01% of the portfolio, ranked #784.

Kelleher Financial Advisors first reported a position in HLN in Q3 2025 and has held it in 4 quarters since. 638 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Kelleher Financial Advisors held 148 shares of Haleon worth $1.38K as of Q2 2026.
  • Kelleher Financial Advisors bought 74 Haleon shares in Q2 2026, an estimated $688.
  • Haleon made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #784 holding.
  • Kelleher Financial Advisors first reported a position in Haleon in Q3 2025 and has held it in 4 quarters since.
  • 638 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.