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Meramec Financial Planners’s Haleon HLN Stock Holding History

Meramec Financial Planners’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 		$994 Hold
100
– – ﹤0.01% 474
2026
Q1 		$968 Hold
100
– – ﹤0.01% 467
2025
Q4 		$1.1K Buy
+100
New +$951 ﹤0.01% 468

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

Meramec Financial Planners's HLN Position: Q2 2026 in Review

Meramec Financial Planners held its Haleon (HLN) position steady in Q2 2026 at 100 shares worth $994. The position accounts for ﹤0.01% of the portfolio, ranked #474.

Meramec Financial Planners first reported a position in HLN in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.1K in Q4 2025. 638 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Meramec Financial Planners held 100 shares of Haleon worth $994 as of Q2 2026.
  • Meramec Financial Planners left its Haleon share count unchanged in Q2 2026.
  • Haleon made up ﹤0.01% of Meramec Financial Planners's portfolio in Q2 2026, its #474 holding.
  • Meramec Financial Planners first reported a position in Haleon in Q4 2025 and has held it in 3 quarters since.
  • Meramec Financial Planners's Haleon position peaked at $1.1K in Q4 2025.
  • 638 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Meramec Financial Planners's 13F filing for Q2 2026, filed 29 Jul 2026.