LMFP
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Larry Mathis Financial Planning’s Haleon HLN Stock Holding History

Larry Mathis Financial Planning’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 		$198K Buy
21,184
+1,400
+7% +$13K 0.15% 148
2026
Q1 		$198K Sell
19,784
-23
-0.1% -$239 0.18% 153
2025
Q4 		$200K Buy
+19,807
New +$188K 0.18% 152

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

Larry Mathis Financial Planning's HLN Position: Q2 2026 in Review

Larry Mathis Financial Planning increased its Haleon (HLN) stake by 7.1% in Q2 2026, buying an estimated $13K and bringing the position to 21,184 shares worth $198K. The position accounts for 0.15% of the portfolio, ranked #148.

Larry Mathis Financial Planning first reported a position in HLN in Q4 2025 and has held it in 3 quarters since. The position peaked at $200K in Q4 2025. 637 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Larry Mathis Financial Planning held 21,184 shares of Haleon worth $198K as of Q2 2026.
  • Larry Mathis Financial Planning bought 1,400 Haleon shares in Q2 2026, an estimated $13K.
  • Haleon made up 0.15% of Larry Mathis Financial Planning's portfolio in Q2 2026, its #148 holding.
  • Larry Mathis Financial Planning first reported a position in Haleon in Q4 2025 and has held it in 3 quarters since.
  • Larry Mathis Financial Planning's Haleon position peaked at $200K in Q4 2025.
  • 637 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.