Mercer Global Advisors
HLN icon

Mercer Global Advisors’s Haleon HLN Stock Holding History

Mercer Global 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 		$2.94M Sell
293,965
-24,639
-8% -$256K ﹤0.01% 1013
2025
Q4 		$3.22M Buy
318,604
+5,795
+2% +$55.1K ﹤0.01% 896
2025
Q3 		$2.81M Sell
312,809
-79,109
-20% -$762K ﹤0.01% 898
2025
Q2 		$4.06M Buy
391,918
+10,922
+3% +$115K 0.01% 633
2025
Q1 		$3.92M Buy
380,996
+114,115
+43% +$1.12M 0.01% 613
2024
Q4 		$2.55M Buy
266,881
+96,574
+57% +$945K 0.01% 755
2024
Q3 		$1.82M Buy
170,307
+19,490
+13% +$188K ﹤0.01% 802
2024
Q2 		$1.25M Buy
150,817
+10,577
+8% +$88.4K ﹤0.01% 874
2024
Q1 		$1.19M Buy
140,240
+12,078
+9% +$101K ﹤0.01% 899
2023
Q4 		$1.05M Buy
128,162
+12,683
+11% +$105K ﹤0.01% 953
2023
Q3 		$962K Buy
115,479
+48,784
+73% +$406K ﹤0.01% 960
2023
Q2 		$559K Buy
66,695
+2,970
+5% +$25.3K ﹤0.01% 1178
2023
Q1 		$519K Buy
63,725
+4,474
+8% +$35.7K ﹤0.01% 1185
2022
Q4 		$474K Buy
59,251
+9,703
+20% +$66K ﹤0.01% 1238
2022
Q3 		$302K Buy
+49,548
New +$321K ﹤0.01% 1399

Other funds holding HLN

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return