Lafayette Investments’s Haleon HLN Stock Holding History

Lafayette Investments’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	$269K	Hold	28,804	–	–	0.05%	139
2026 Q1	$288K	Sell	28,804 -300	-1%	-$3.12K	0.06%	130
2025 Q4	$294K	Hold	29,104	–	–	0.06%	133
2025 Q3	$261K	Hold	29,104	–	–	0.05%	134
2025 Q2	$302K	Hold	29,104	–	–	0.06%	126
2025 Q1	$299K	Hold	29,104	–	–	0.06%	122
2024 Q4	$278K	Hold	29,104	–	–	0.06%	124
2024 Q3	$308K	Hold	29,104	–	–	0.06%	115
2024 Q2	$240K	Hold	29,104	–	–	0.05%	125
2024 Q1	$247K	Hold	29,104	–	–	0.06%	119
2023 Q4	$240K	Sell	29,104 -100	-0.3%	-$824	0.06%	114
2023 Q3	$243K	Buy	29,204 +100	+0.3%	+$833	0.07%	108
2023 Q2	$244K	Hold	29,104	–	–	0.06%	108
2023 Q1	$237K	Hold	29,104	–	–	0.07%	106
2022 Q4	$233K	Hold	29,104	–	–	0.07%	105
2022 Q3	$177K	Buy	+29,104	New	+$188K	0.05%	112

Other funds holding HLN

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lafayette Investments's HLN Position: Q2 2026 in Review

Lafayette Investments held its Haleon (HLN) position steady in Q2 2026 at 28,804 shares worth $269K. The position accounts for 0.05% of the portfolio, ranked #139.

Lafayette Investments first reported a position in HLN in Q3 2022 and has held it in 16 quarters since. The position peaked at $308K in Q3 2024. 641 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

Lafayette Investments held 28,804 shares of Haleon worth $269K as of Q2 2026.
Lafayette Investments left its Haleon share count unchanged in Q2 2026.
Haleon made up 0.05% of Lafayette Investments's portfolio in Q2 2026, its #139 holding.
Lafayette Investments first reported a position in Haleon in Q3 2022 and has held it in 16 quarters since.
Lafayette Investments's Haleon position peaked at $308K in Q3 2024.
641 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Lafayette Investments's 13F filing for Q2 2026, filed 11 Aug 2026.