May Hill Capital’s Haleon HLN Stock Holding History

May Hill Capital’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	$175K	Sell	18,772 -5,603	-23%	-$52.1K	0.04%	248
2026 Q1	$244K	Buy	24,375 +10,628	+77%	+$111K	0.06%	192
2025 Q4	$139K	Buy	13,747 +3,316	+32%	+$31.5K	0.04%	195
2025 Q3	$93.6K	Buy	+10,431	New	+$100K	0.03%	187
2025 Q2	–	Sell	-11,836	Closed	-$122K	–	214
2025 Q1	$122K	Buy	+11,836	New	+$117K	0.05%	179

Other funds holding HLN

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

May Hill Capital's HLN Position: Q2 2026 in Review

May Hill Capital reduced its Haleon (HLN) stake by 23% in Q2 2026, selling an estimated $52.1K and leaving 18,772 shares worth $175K. The position accounts for 0.04% of the portfolio, ranked #248.

May Hill Capital first reported a position in HLN in Q1 2025 and has held it in 5 quarters since. The position peaked at $244K in Q1 2026. 643 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

May Hill Capital held 18,772 shares of Haleon worth $175K as of Q2 2026.
May Hill Capital sold 5,603 Haleon shares in Q2 2026, an estimated $52.1K.
Haleon made up 0.04% of May Hill Capital's portfolio in Q2 2026, its #248 holding.
May Hill Capital first reported a position in Haleon in Q1 2025 and has held it in 5 quarters since.
May Hill Capital's Haleon position peaked at $244K in Q1 2026.
643 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on May Hill Capital's 13F filing for Q2 2026, filed 7 Aug 2026.