MIM
HLN icon

Martin Investment Management’s Haleon HLN Stock Holding History

Martin Investment 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
Q2 		$309K Hold
33,170
– – 0.1% 40
2026
Q1 		$332K Sell
33,170
-9,175
-22% -$95.5K 0.1% 39
2025
Q4 		$428K Sell
42,345
-4,430
-9% -$42.1K 0.12% 39
2025
Q3 		$420K Buy
46,775
+1,000
+2% +$9.63K 0.11% 43
2025
Q2 		$475K Buy
45,775
+9,055
+25% +$95.5K 0.12% 40
2025
Q1 		$378K Hold
36,720
– – 0.1% 42
2024
Q4 		$350K Sell
36,720
-110
-0.3% -$1.08K 0.1% 43
2024
Q3 		$390K Hold
36,830
– – 0.1% 44
2024
Q2 		$304K Sell
36,830
-4,426,375
-99% -$37M 0.08% 45
2024
Q1 		$37.9M Buy
4,463,205
+4,426,375
+12,018% +$37M 9.31% 2
2023
Q4 		$303K Buy
+36,830
New +$304K 0.09% 45
2022
Q4 		– Sell
-23,675
Closed -$144K – 48
2022
Q3 		$144K Buy
+23,675
New +$153K 0.05% 48

Other funds holding HLN

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 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
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Martin Investment Management's HLN Position: Q2 2026 in Review

Martin Investment Management held its Haleon (HLN) position steady in Q2 2026 at 33,170 shares worth $309K. The position accounts for 0.1% of the portfolio, ranked #40.

Martin Investment Management first reported a position in HLN in Q3 2022 and has held it in 12 quarters since. The position peaked at $37.9M in Q1 2024. 87 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Martin Investment Management held 33,170 shares of Haleon worth $309K as of Q2 2026.
  • Martin Investment Management left its Haleon share count unchanged in Q2 2026.
  • Haleon made up 0.1% of Martin Investment Management's portfolio in Q2 2026, its #40 holding.
  • Martin Investment Management first reported a position in Haleon in Q3 2022 and has held it in 12 quarters since.
  • Martin Investment Management's Haleon position peaked at $37.9M in Q1 2024.
  • 87 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Martin Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.