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Millstone Evans Group’s Haleon HLN Stock Holding History

Millstone Evans 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 		$5.52K Hold
592
– – ﹤0.01% 665
2026
Q1 		$5.93K Hold
592
– – ﹤0.01% 629
2025
Q4 		$5.99K Buy
592
+231
+64% +$2.2K ﹤0.01% 627
2025
Q3 		$3.24K Hold
361
– – ﹤0.01% 687
2025
Q2 		$3.74K Hold
361
– – ﹤0.01% 616
2025
Q1 		$3.71K Hold
361
– – ﹤0.01% 640
2024
Q4 		$3.44K Buy
+361
New +$3.53K ﹤0.01% 610

Other funds holding HLN

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 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
N
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Millstone Evans Group's HLN Position: Q2 2026 in Review

Millstone Evans Group held its Haleon (HLN) position steady in Q2 2026 at 592 shares worth $5.52K. The position accounts for ﹤0.01% of the portfolio, ranked #665.

Millstone Evans Group first reported a position in HLN in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.99K in Q4 2025. 522 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Millstone Evans Group held 592 shares of Haleon worth $5.52K as of Q2 2026.
  • Millstone Evans Group left its Haleon share count unchanged in Q2 2026.
  • Haleon made up ﹤0.01% of Millstone Evans Group's portfolio in Q2 2026, its #665 holding.
  • Millstone Evans Group first reported a position in Haleon in Q4 2024 and has held it in 7 quarters since.
  • Millstone Evans Group's Haleon position peaked at $5.99K in Q4 2025.
  • 522 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.