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Marks Group Wealth Management’s Haleon HLN Stock Holding History

Marks Group Wealth Management’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 		$308K Sell
30,787
-350
-1% -$3.64K 0.03% 289
2025
Q4 		$315K Sell
31,137
-901
-3% -$8.56K 0.03% 284
2025
Q3 		$287K Sell
32,038
-8,767
-21% -$84.4K 0.03% 261
2025
Q2 		$423K Sell
40,805
-30,414
-43% -$321K 0.04% 239
2025
Q1 		$733K Sell
71,219
-22,388
-24% -$220K 0.07% 203
2024
Q4 		$893K Sell
93,607
-58,131
-38% -$569K 0.09% 176
2024
Q3 		$1.61M Sell
151,738
-42,441
-22% -$410K 0.15% 139
2024
Q2 		$1.6M Buy
194,179
+11,240
+6% +$93.9K 0.17% 138
2024
Q1 		$1.55M Buy
182,939
+26,045
+17% +$218K 0.16% 139
2023
Q4 		$1.29M Buy
156,894
+7,692
+5% +$63.4K 0.15% 147
2023
Q3 		$1.24M Buy
149,202
+33,918
+29% +$282K 0.15% 145
2023
Q2 		$966K Buy
115,284
+33,160
+40% +$283K 0.11% 166
2023
Q1 		$668K Buy
82,124
+15,850
+24% +$126K 0.09% 189
2022
Q4 		$530K Buy
66,274
+12,653
+24% +$86.1K 0.07% 205
2022
Q3 		$327K Buy
+53,621
New +$347K 0.05% 231

Other funds holding HLN

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Marks Group Wealth Management's HLN Position: Q1 2026 in Review

Marks Group Wealth Management reduced its Haleon (HLN) stake by 1.1% in Q1 2026, selling an estimated $3.64K and leaving 30,787 shares worth $308K. The position accounts for 0.03% of the portfolio, ranked #289.

Marks Group Wealth Management first reported a position in HLN in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.61M in Q3 2024. 619 funds tracked by Wall St. Rank hold HLN as of Q1 2026.

  • Marks Group Wealth Management held 30,787 shares of Haleon worth $308K as of Q1 2026.
  • Marks Group Wealth Management sold 350 Haleon shares in Q1 2026, an estimated $3.64K.
  • Haleon made up 0.03% of Marks Group Wealth Management's portfolio in Q1 2026, its #289 holding.
  • Marks Group Wealth Management first reported a position in Haleon in Q3 2022 and has held it in 15 quarters since.
  • Marks Group Wealth Management's Haleon position peaked at $1.61M in Q3 2024.
  • 619 funds tracked by Wall St. Rank held Haleon as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.