Massachusetts Financial Services
HLN icon

Massachusetts Financial Services’s Haleon HLN Stock Holding History

Massachusetts Financial Services’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 		$8.93M Buy
957,121
+161,718
+20% +$1.5M ﹤0.01% 770
2026
Q1 		$7.96M Buy
795,403
+28,404
+4% +$296K ﹤0.01% 737
2025
Q4 		$7.75M Buy
+766,999
New +$7.29M ﹤0.01% 726

Other funds holding HLN

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services's HLN Position: Q2 2026 in Review

Massachusetts Financial Services increased its Haleon (HLN) stake by 20% in Q2 2026, buying an estimated $1.5M and bringing the position to 957,121 shares worth $8.93M. The position accounts for ﹤0.01% of the portfolio, ranked #770.

Massachusetts Financial Services first reported a position in HLN in Q4 2025 and has held it in 3 quarters since. 641 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Massachusetts Financial Services held 957,121 shares of Haleon worth $8.93M as of Q2 2026.
  • Massachusetts Financial Services bought 161,718 Haleon shares in Q2 2026, an estimated $1.5M.
  • Haleon made up ﹤0.01% of Massachusetts Financial Services's portfolio in Q2 2026, its #770 holding.
  • Massachusetts Financial Services first reported a position in Haleon in Q4 2025 and has held it in 3 quarters since.
  • 641 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Massachusetts Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.