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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
Q2 		$154K Buy
16,496
+4,272
+35% +$39.7K ﹤0.01% 965
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 $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

Larson Financial Group's HLN Position: Q2 2026 in Review

Larson Financial Group increased its Haleon (HLN) stake by 35% in Q2 2026, buying an estimated $39.7K and bringing the position to 16,496 shares worth $154K. The position accounts for ﹤0.01% of the portfolio, ranked #965.

Larson Financial Group first reported a position in HLN in Q3 2022 and has held it in 16 quarters since. 643 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Larson Financial Group held 16,496 shares of Haleon worth $154K as of Q2 2026.
  • Larson Financial Group bought 4,272 Haleon shares in Q2 2026, an estimated $39.7K.
  • Haleon made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #965 holding.
  • Larson Financial Group first reported a position in Haleon in Q3 2022 and has held it in 16 quarters since.
  • 643 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.