Lido Advisors
HLN icon

Lido Advisors’s Haleon HLN Stock Holding History

Lido Advisors’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 		$364K Sell
38,967
-20,941
-35% -$195K ﹤0.01% 1649
2026
Q1 		$600K Buy
59,908
+11,009
+23% +$115K ﹤0.01% 1201
2025
Q4 		$441K Buy
48,899
+1
+0% +$10 ﹤0.01% 1352
2025
Q3 		$439K Sell
48,898
-15,336
-24% -$148K ﹤0.01% 1291
2025
Q2 		$666K Buy
64,234
+14,348
+29% +$151K ﹤0.01% 1001
2025
Q1 		$513K Sell
49,886
-1,005
-2% -$9.89K ﹤0.01% 1018
2024
Q4 		$485K Buy
50,891
+10,017
+25% +$98K ﹤0.01% 1016
2024
Q3 		$432K Buy
40,874
+9,909
+32% +$95.8K ﹤0.01% 1003
2024
Q2 		$256K Buy
30,965
+19,017
+159% +$159K ﹤0.01% 1194
2024
Q1 		$102K Buy
+11,948
New +$99.9K ﹤0.01% 1318
2022
Q4 		– Sell
-11,546
Closed -$70K – 1056
2022
Q3 		$70K Buy
+11,546
New +$74.7K ﹤0.01% 916

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

Lido Advisors's HLN Position: Q2 2026 in Review

Lido Advisors reduced its Haleon (HLN) stake by 35% in Q2 2026, selling an estimated $195K and leaving 38,967 shares worth $364K. The position accounts for ﹤0.01% of the portfolio, ranked #1649.

Lido Advisors first reported a position in HLN in Q3 2022 and has held it in 11 quarters since. The position peaked at $666K in Q2 2025. 641 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Lido Advisors held 38,967 shares of Haleon worth $364K as of Q2 2026.
  • Lido Advisors sold 20,941 Haleon shares in Q2 2026, an estimated $195K.
  • Haleon made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1649 holding.
  • Lido Advisors first reported a position in Haleon in Q3 2022 and has held it in 11 quarters since.
  • Lido Advisors's Haleon position peaked at $666K in Q2 2025.
  • 641 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.