KFI
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Key Financial Inc’s Haleon HLN Stock Holding History

Key Financial Inc’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 		$10K Sell
1,000
-64
-6% -$666 ﹤0.01% 881
2025
Q4 		$10.8K Hold
1,064
– – ﹤0.01% 869
2025
Q3 		$9.59K Buy
1,064
+64
+6% +$616 ﹤0.01% 891
2025
Q2 		$10.4K Sell
1,000
-1,108
-53% -$11.7K ﹤0.01% 847
2025
Q1 		$21.7K Hold
2,108
– – ﹤0.01% 649
2024
Q4 		$20.1K Hold
2,108
– – ﹤0.01% 655
2024
Q3 		$22.3K Buy
2,108
+932
+79% +$9.01K ﹤0.01% 630
2024
Q2 		$9.71K Sell
1,176
-1,108
-49% -$9.26K ﹤0.01% 790
2024
Q1 		$19.4K Hold
2,284
– – ﹤0.01% 617
2023
Q4 		$18.8K Buy
2,284
+1,108
+94% +$9.13K 0.01% 604
2023
Q3 		$9.8K Hold
1,176
– – ﹤0.01% 718
2023
Q2 		$9.86K Hold
1,176
– – ﹤0.01% 729
2023
Q1 		$9.57K Buy
1,176
+100
+9% +$797 ﹤0.01% 692
2022
Q4 		$6.55K Hold
1,076
– – ﹤0.01% 728
2022
Q3 		$7K Buy
+1,076
New +$6.96K ﹤0.01% 718

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

Key Financial Inc's HLN Position: Q1 2026 in Review

Key Financial Inc reduced its Haleon (HLN) stake by 6% in Q1 2026, selling an estimated $666 and leaving 1,000 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #881.

Key Financial Inc first reported a position in HLN in Q3 2022 and has held it in 15 quarters since. The position peaked at $22.3K in Q3 2024. 619 funds tracked by Wall St. Rank hold HLN as of Q1 2026.

  • Key Financial Inc held 1,000 shares of Haleon worth $10K as of Q1 2026.
  • Key Financial Inc sold 64 Haleon shares in Q1 2026, an estimated $666.
  • Haleon made up ﹤0.01% of Key Financial Inc's portfolio in Q1 2026, its #881 holding.
  • Key Financial Inc first reported a position in Haleon in Q3 2022 and has held it in 15 quarters since.
  • Key Financial Inc's Haleon position peaked at $22.3K in Q3 2024.
  • 619 funds tracked by Wall St. Rank held Haleon as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.