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HLN icon

MOTCO’s Haleon HLN Stock Holding History

MOTCO’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 		$5.31K Buy
569
+161
+39% +$1.5K ﹤0.01% 468
2026
Q1 		$4.08K Hold
408
– – ﹤0.01% 504
2025
Q4 		$4.13K Hold
408
– – ﹤0.01% 531
2025
Q3 		$3.66K Hold
408
– – ﹤0.01% 536
2025
Q2 		$3.85K Buy
408
+100
+32% +$1.05K ﹤0.01% 486
2025
Q1 		$3.17K Buy
+308
New +$3.03K ﹤0.01% 477
2024
Q1 		– Sell
-42
Closed -$346 – 718
2023
Q4 		$346 Sell
42
-73
-63% -$602 ﹤0.01% 673
2023
Q3 		$958 Buy
115
+68
+145% +$566 ﹤0.01% 711
2023
Q2 		$394 Buy
+47
New +$401 ﹤0.01% 900
2022
Q4 		– Sell
-400
Closed -$2K – 636
2022
Q3 		$2K Buy
+400
New +$2.59K ﹤0.01% 593

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

MOTCO's HLN Position: Q2 2026 in Review

MOTCO increased its Haleon (HLN) stake by 39% in Q2 2026, buying an estimated $1.5K and bringing the position to 569 shares worth $5.31K. The position accounts for ﹤0.01% of the portfolio, ranked #468.

MOTCO first reported a position in HLN in Q3 2022 and has held it in 10 quarters since. 639 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • MOTCO held 569 shares of Haleon worth $5.31K as of Q2 2026.
  • MOTCO bought 161 Haleon shares in Q2 2026, an estimated $1.5K.
  • Haleon made up ﹤0.01% of MOTCO's portfolio in Q2 2026, its #468 holding.
  • MOTCO first reported a position in Haleon in Q3 2022 and has held it in 10 quarters since.
  • 639 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on MOTCO's 13F filing for Q2 2026, filed 31 Jul 2026.