LI
HLN icon

LRI Investments’s Haleon HLN Stock Holding History

LRI Investments’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 		$728 Sell
78
-1,738
-96% -$16.2K ﹤0.01% 1449
2026
Q1 		$18.2K Buy
1,816
+710
+64% +$7.39K ﹤0.01% 718
2025
Q4 		$11.2K Sell
1,106
-471
-30% -$4.48K ﹤0.01% 841
2025
Q3 		$14.1K Sell
1,577
-268
-15% -$2.58K ﹤0.01% 798
2025
Q2 		$19.1K Hold
1,845
– – ﹤0.01% 716
2025
Q1 		$19K Hold
1,845
– – ﹤0.01% 687
2024
Q4 		$17.6K Hold
1,845
– – ﹤0.01% 693
2024
Q3 		$17.2K Hold
1,845
– – ﹤0.01% 680
2024
Q2 		$15.2K Buy
1,845
+1,374
+292% +$11.5K ﹤0.01% 663
2024
Q1 		$4K Buy
+471
New +$3.94K ﹤0.01% 668

Other funds holding HLN

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
GF
Goodman Financial Houston, Texas $647M AUM 24.17% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.25B AUM 41.83% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
TVPW
Third View Private Wealth Westport, Connecticut $814M AUM

LRI Investments's HLN Position: Q2 2026 in Review

LRI Investments reduced its Haleon (HLN) stake by 96% in Q2 2026, selling an estimated $16.2K and leaving 78 shares worth $728. The position accounts for ﹤0.01% of the portfolio, ranked #1449.

LRI Investments first reported a position in HLN in Q1 2024 and has held it in 10 quarters since. The position peaked at $19.1K in Q2 2025. 246 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • LRI Investments held 78 shares of Haleon worth $728 as of Q2 2026.
  • LRI Investments sold 1,738 Haleon shares in Q2 2026, an estimated $16.2K.
  • Haleon made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1449 holding.
  • LRI Investments first reported a position in Haleon in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's Haleon position peaked at $19.1K in Q2 2025.
  • 246 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.