Moors & Cabot
HLN icon

Moors & Cabot’s Haleon HLN Stock Holding History

Moors & Cabot’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
Q3 		$94.2K Sell
10,464
-229
-2% -$2.23K ﹤0.01% 947
2026
Q2 		$100K Sell
10,693
-2,066
-16% -$19.2K ﹤0.01% 933
2026
Q1 		$128K Sell
12,759
-3,575
-22% -$37.2K 0.01% 889
2025
Q4 		$165K Hold
16,334
– – 0.01% 866
2025
Q3 		$147K Sell
16,334
-1,702
-9% -$16.4K 0.01% 865
2025
Q2 		$187K Hold
18,036
– – 0.01% 823
2025
Q1 		$186K Sell
18,036
-1,879
-9% -$18.5K 0.01% 801
2024
Q4 		$190K Sell
19,915
-235
-1% -$2.3K 0.01% 813
2024
Q3 		$213K Buy
20,150
+750
+4% +$7.25K 0.01% 767
2024
Q2 		$160K Sell
19,400
-600
-3% -$5.02K 0.01% 788
2024
Q1 		$170K Sell
20,000
-600
-3% -$5.02K 0.01% 831
2023
Q4 		$170K Sell
20,600
-400
-2% -$3.3K 0.01% 773
2023
Q3 		$175K Sell
21,000
-990
-5% -$8.24K 0.01% 765
2023
Q2 		$184K Buy
21,990
+200
+0.9% +$1.71K 0.01% 762
2023
Q1 		$177K Sell
21,790
-1,439
-6% -$11.5K 0.01% 764
2022
Q4 		$186K Sell
23,229
-1,389
-6% -$9.45K 0.01% 751
2022
Q3 		$150K Buy
+24,618
New +$159K 0.01% 735

Other funds holding HLN

Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Moors & Cabot's HLN Position: Q3 2026 in Review

Moors & Cabot reduced its Haleon (HLN) stake by 2.1% in Q3 2026, selling an estimated $2.23K and leaving 10,464 shares worth $94.2K. The position accounts for ﹤0.01% of the portfolio, ranked #947.

Moors & Cabot first reported a position in HLN in Q3 2022 and has held it in 17 quarters since. The position peaked at $213K in Q3 2024. 320 funds tracked by Wall St. Rank hold HLN as of Q3 2026.

  • Moors & Cabot held 10,464 shares of Haleon worth $94.2K as of Q3 2026.
  • Moors & Cabot sold 229 Haleon shares in Q3 2026, an estimated $2.23K.
  • Haleon made up ﹤0.01% of Moors & Cabot's portfolio in Q3 2026, its #947 holding.
  • Moors & Cabot first reported a position in Haleon in Q3 2022 and has held it in 17 quarters since.
  • Moors & Cabot's Haleon position peaked at $213K in Q3 2024.
  • 320 funds tracked by Wall St. Rank held Haleon as of Q3 2026.

Based on Moors & Cabot's 13F filing for Q3 2026, filed 6 Nov 2026.