LMR Partners’s Haleon HLN Stock Holding History

LMR Partners’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	–	Sell	-900,000	Closed	-$9.1M	–	1648
2025 Q4	$9.1M	Buy	+900,000	New	+$8.56M	0.02%	418
2024 Q1	–	Sell	-35,000	Closed	-$288K	–	1219
2023 Q4	$288K	Buy	+35,000	New	+$288K	﹤0.01%	704

Other funds holding HLN

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

LMR Partners's HLN Position: Q1 2026 in Review

LMR Partners sold out of Haleon (HLN) in Q1 2026, closing a stake of 900,000 shares — an estimated $9.1M sold.

LMR Partners first reported a position in HLN in Q4 2023 and held it in 2 quarters. The position peaked at $9.1M in Q4 2025. 620 funds tracked by Wall St. Rank hold HLN as of Q1 2026.

LMR Partners reported no remaining Haleon position as of Q1 2026 after selling out during the quarter.
LMR Partners sold 900,000 Haleon shares in Q1 2026, an estimated $9.1M.
LMR Partners first reported a position in Haleon in Q4 2023 and held it in 2 quarters.
LMR Partners's Haleon position peaked at $9.1M in Q4 2025.
620 funds tracked by Wall St. Rank held Haleon as of Q1 2026.

Based on LMR Partners's 13F filing for Q1 2026, filed 15 May 2026.