Morgan Stanley
HLN icon

Morgan Stanley’s Haleon HLN Stock Holding History

Morgan Stanley’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 		$182M Buy
19,461,762
+295,509
+2% +$2.75M 0.01% 1102
2026
Q1 		$192M Sell
19,166,253
-2,329,130
-11% -$24.2M 0.01% 977
2025
Q4 		$217M Buy
21,495,383
+2,962,856
+16% +$28.2M 0.01% 897
2025
Q3 		$166M Buy
18,532,527
+797,590
+4% +$7.68M 0.01% 1038
2025
Q2 		$184M Buy
17,734,937
+7,455,481
+73% +$78.6M 0.01% 924
2025
Q1 		$106M Buy
10,279,456
+387,835
+4% +$3.82M 0.01% 1212
2024
Q4 		$94.4M Buy
9,891,621
+1,653,824
+20% +$16.2M 0.01% 1293
2024
Q3 		$87.2M Buy
8,237,797
+1,039,042
+14% +$10M 0.01% 1350
2024
Q2 		$59.5M Buy
7,198,755
+260,451
+4% +$2.18M ﹤0.01% 1590
2024
Q1 		$58.9M Buy
6,938,304
+469,597
+7% +$3.92M ﹤0.01% 1605
2023
Q4 		$53.2M Buy
6,468,707
+259,254
+4% +$2.14M ﹤0.01% 1660
2023
Q3 		$51.7M Buy
6,209,453
+35,266
+0.6% +$294K 0.01% 1548
2023
Q2 		$51.7M Sell
6,174,187
-305,863
-5% -$2.61M 0.01% 1552
2023
Q1 		$52.7M Sell
6,480,050
-1,087,787
-14% -$8.67M 0.01% 1497
2022
Q4 		$60.5M Buy
7,567,837
+2,509,301
+50% +$17.1M 0.01% 1351
2022
Q3 		$30.8M Buy
+5,058,536
New +$32.7M ﹤0.01% 1747

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
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
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Morgan Stanley's HLN Position: Q2 2026 in Review

Morgan Stanley increased its Haleon (HLN) stake by 1.5% in Q2 2026, buying an estimated $2.75M and bringing the position to 19,461,762 shares worth $182M. The position accounts for 0.01% of the portfolio, ranked #1102.

Morgan Stanley first reported a position in HLN in Q3 2022 and has held it in 16 quarters since. The position peaked at $217M in Q4 2025. 639 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Morgan Stanley held 19,461,762 shares of Haleon worth $182M as of Q2 2026.
  • Morgan Stanley bought 295,509 Haleon shares in Q2 2026, an estimated $2.75M.
  • Haleon made up 0.01% of Morgan Stanley's portfolio in Q2 2026, its #1102 holding.
  • Morgan Stanley first reported a position in Haleon in Q3 2022 and has held it in 16 quarters since.
  • Morgan Stanley's Haleon position peaked at $217M in Q4 2025.
  • 639 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.