MWM
HLN icon

Modern Wealth Management’s Haleon HLN Stock Holding History

Modern Wealth Management’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 		$206K Buy
22,115
+11,918
+117% +$111K ﹤0.01% 1027
2026
Q1 		$102K Buy
+10,197
New +$106K ﹤0.01% 863

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

Modern Wealth Management's HLN Position: Q2 2026 in Review

Modern Wealth Management increased its Haleon (HLN) stake by 117% in Q2 2026, buying an estimated $111K and bringing the position to 22,115 shares worth $206K. The position accounts for ﹤0.01% of the portfolio, ranked #1027.

Modern Wealth Management first reported a position in HLN in Q1 2026 and has held it in 2 quarters since. 639 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Modern Wealth Management held 22,115 shares of Haleon worth $206K as of Q2 2026.
  • Modern Wealth Management bought 11,918 Haleon shares in Q2 2026, an estimated $111K.
  • Haleon made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #1027 holding.
  • Modern Wealth Management first reported a position in Haleon in Q1 2026 and has held it in 2 quarters since.
  • 639 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.