MFG
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Merit Financial Group’s Haleon HLN Stock Holding History

Merit Financial Group’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 		$951K Buy
101,892
+25,188
+33% +$234K 0.01% 1105
2026
Q1 		$768K Buy
76,704
+10,871
+17% +$113K 0.01% 1124
2025
Q4 		$666K Buy
65,833
+27,674
+73% +$263K 0.01% 1125
2025
Q3 		$342K Sell
38,159
-46,539
-55% -$448K ﹤0.01% 1365
2025
Q2 		$878K Buy
84,698
+46,763
+123% +$493K 0.01% 855
2025
Q1 		$390K Buy
37,935
+21,975
+138% +$216K 0.01% 1035
2024
Q4 		$152K Buy
+15,960
New +$156K ﹤0.01% 1114

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

Merit Financial Group's HLN Position: Q2 2026 in Review

Merit Financial Group increased its Haleon (HLN) stake by 33% in Q2 2026, buying an estimated $234K and bringing the position to 101,892 shares worth $951K. The position accounts for 0.01% of the portfolio, ranked #1105.

Merit Financial Group first reported a position in HLN in Q4 2024 and has held it in 7 quarters since. 641 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Merit Financial Group held 101,892 shares of Haleon worth $951K as of Q2 2026.
  • Merit Financial Group bought 25,188 Haleon shares in Q2 2026, an estimated $234K.
  • Haleon made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #1105 holding.
  • Merit Financial Group first reported a position in Haleon in Q4 2024 and has held it in 7 quarters since.
  • 641 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.