McGuire Capital Advisors’s Haleon HLN Stock Holding History

McGuire Capital Advisors’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	–	Sell	-787	Closed	-$7.96K	–	930
2025 Q4	$7.96K	Buy	+787	New	+$7.48K	0.01%	451

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

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

McGuire Capital Advisors's HLN Position: Q1 2026 in Review

McGuire Capital Advisors sold out of Haleon (HLN) in Q1 2026, closing a stake of 787 shares — an estimated $7.96K sold.

McGuire Capital Advisors first reported a position in HLN in Q4 2025 and held it in 1 quarter. The position peaked at $7.96K in Q4 2025. 625 funds tracked by Wall St. Rank hold HLN as of Q1 2026.

McGuire Capital Advisors reported no remaining Haleon position as of Q1 2026 after selling out during the quarter.
McGuire Capital Advisors sold 787 Haleon shares in Q1 2026, an estimated $7.96K.
McGuire Capital Advisors first reported a position in Haleon in Q4 2025 and held it in 1 quarter.
McGuire Capital Advisors's Haleon position peaked at $7.96K in Q4 2025.
625 funds tracked by Wall St. Rank held Haleon as of Q1 2026.

Based on McGuire Capital Advisors's 13F filing for Q1 2026, filed 14 May 2026.