LPL Financial
HLN icon

LPL Financial’s Haleon HLN Stock Holding History

LPL Financial’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
Q3 		$19.6M Buy
2,175,624
+139,468
+7% +$1.36M ﹤0.01% 1636
2026
Q2 		$19M Buy
2,036,156
+286,069
+16% +$2.66M ﹤0.01% 1605
2026
Q1 		$17.5M Buy
1,750,087
+110,057
+7% +$1.15M ﹤0.01% 1562
2025
Q4 		$16.6M Buy
1,640,030
+93,384
+6% +$888K ﹤0.01% 1533
2025
Q3 		$13.9M Buy
1,546,646
+147,169
+11% +$1.42M ﹤0.01% 1605
2025
Q2 		$14.5M Buy
1,399,477
+143,028
+11% +$1.51M ﹤0.01% 1460
2025
Q1 		$12.9M Buy
1,256,449
+95,990
+8% +$945K 0.01% 1429
2024
Q4 		$11.1M Buy
1,160,459
+205,505
+22% +$2.01M ﹤0.01% 1463
2024
Q3 		$10.1M Buy
954,954
+25,257
+3% +$244K ﹤0.01% 1456
2024
Q2 		$7.68M Sell
929,697
-983,549
-51% -$8.22M ﹤0.01% 1534
2024
Q1 		$16.2M Buy
1,913,246
+304,984
+19% +$2.55M 0.01% 1039
2023
Q4 		$13.2M Buy
1,608,262
+34,411
+2% +$284K 0.01% 1083
2023
Q3 		$13.1M Buy
1,573,851
+46,137
+3% +$384K 0.01% 1008
2023
Q2 		$12.8M Buy
1,527,714
+30,633
+2% +$261K 0.01% 1000
2023
Q1 		$12.2M Buy
1,497,081
+1,017,208
+212% +$8.11M 0.01% 984
2022
Q4 		$3.84M Sell
479,873
-15,792
-3% -$107K ﹤0.01% 1624
2022
Q3 		$3.02M Buy
+495,665
New +$3.21M ﹤0.01% 1707

Other funds holding HLN

Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $126B AUM 27.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

LPL Financial's HLN Position: Q3 2026 in Review

LPL Financial increased its Haleon (HLN) stake by 6.8% in Q3 2026, buying an estimated $1.36M and bringing the position to 2,175,624 shares worth $19.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1636.

LPL Financial first reported a position in HLN in Q3 2022 and has held it in 17 quarters since. 535 funds tracked by Wall St. Rank hold HLN as of Q3 2026.

  • LPL Financial held 2,175,624 shares of Haleon worth $19.6M as of Q3 2026.
  • LPL Financial bought 139,468 Haleon shares in Q3 2026, an estimated $1.36M.
  • Haleon made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #1636 holding.
  • LPL Financial first reported a position in Haleon in Q3 2022 and has held it in 17 quarters since.
  • 535 funds tracked by Wall St. Rank held Haleon as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.