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Larson Financial Group’s Haleon HLN Stock Holding History

Larson Financial Group’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 		$122K Buy
12,224
+927
+8% +$9.64K ﹤0.01% 907
2025
Q4 		$114K Buy
11,297
+9,538
+542% +$90.7K ﹤0.01% 888
2025
Q3 		$15.8K Sell
1,759
-2,256
-56% -$21.7K ﹤0.01% 1774
2025
Q2 		$41.6K Buy
4,015
+3,082
+330% +$32.5K ﹤0.01% 1148
2025
Q1 		$9.6K Sell
933
-183
-16% -$1.8K ﹤0.01% 1653
2024
Q4 		$10.6K Sell
1,116
-29
-3% -$284 ﹤0.01% 1459
2024
Q3 		$12.1K Buy
1,145
+586
+105% +$5.67K ﹤0.01% 1401
2024
Q2 		$4.62K Sell
559
-739
-57% -$6.18K ﹤0.01% 1463
2024
Q1 		$11K Buy
1,298
+700
+117% +$5.85K ﹤0.01% 1015
2023
Q4 		$4.92K Hold
598
– – ﹤0.01% 1188
2023
Q3 		$4.98K Buy
598
+300
+101% +$2.5K ﹤0.01% 1181
2023
Q2 		$2.5K Sell
298
-487
-62% -$4.16K ﹤0.01% 1234
2023
Q1 		$6.39K Buy
785
+488
+164% +$3.89K ﹤0.01% 1033
2022
Q4 		$2.38K Hold
297
– – ﹤0.01% 1164
2022
Q3 		$2K Buy
+297
New +$1.92K ﹤0.01% 1119

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

Larson Financial Group's HLN Position: Q1 2026 in Review

Larson Financial Group increased its Haleon (HLN) stake by 8.2% in Q1 2026, buying an estimated $9.64K and bringing the position to 12,224 shares worth $122K. The position accounts for ﹤0.01% of the portfolio, ranked #907.

Larson Financial Group first reported a position in HLN in Q3 2022 and has held it in 15 quarters since. 619 funds tracked by Wall St. Rank hold HLN as of Q1 2026.

  • Larson Financial Group held 12,224 shares of Haleon worth $122K as of Q1 2026.
  • Larson Financial Group bought 927 Haleon shares in Q1 2026, an estimated $9.64K.
  • Haleon made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #907 holding.
  • Larson Financial Group first reported a position in Haleon in Q3 2022 and has held it in 15 quarters since.
  • 619 funds tracked by Wall St. Rank held Haleon as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.