LWL
HLN icon

Leo Wealth LLC’s Haleon HLN Stock Holding History

Leo Wealth LLC’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 		$113K Buy
11,292
+296
+3% +$3.08K 0.01% 447
2025
Q4 		$111K Buy
+10,996
New +$105K 0.01% 412
2025
Q3 		– Sell
-11,166
Closed -$116K – 337
2025
Q2 		$116K Sell
11,166
-350
-3% -$3.69K 0.01% 380
2025
Q1 		$119K Buy
+11,516
New +$113K 0.02% 262

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
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Leo Wealth LLC's HLN Position: Q1 2026 in Review

Leo Wealth LLC increased its Haleon (HLN) stake by 2.7% in Q1 2026, buying an estimated $3.08K and bringing the position to 11,292 shares worth $113K. The position accounts for 0.01% of the portfolio, ranked #447.

Leo Wealth LLC first reported a position in HLN in Q1 2025 and has held it in 4 quarters since. The position peaked at $119K in Q1 2025. 625 funds tracked by Wall St. Rank hold HLN as of Q1 2026.

  • Leo Wealth LLC held 11,292 shares of Haleon worth $113K as of Q1 2026.
  • Leo Wealth LLC bought 296 Haleon shares in Q1 2026, an estimated $3.08K.
  • Haleon made up 0.01% of Leo Wealth LLC's portfolio in Q1 2026, its #447 holding.
  • Leo Wealth LLC first reported a position in Haleon in Q1 2025 and has held it in 4 quarters since.
  • Leo Wealth LLC's Haleon position peaked at $119K in Q1 2025.
  • 625 funds tracked by Wall St. Rank held Haleon as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.