MYIA
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Mount Yale Investment Advisors’s Haleon HLN Stock Holding History

Mount Yale Investment Advisors’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 		$361K Sell
38,699
-1,697
-4% -$15.8K 0.01% 910
2026
Q1 		$404K Buy
40,396
+971
+2% +$10.1K 0.01% 782
2025
Q4 		$399K Buy
39,425
+18,488
+88% +$176K 0.02% 517
2025
Q3 		$188K Buy
20,937
+19,809
+1,756% +$191K 0.01% 640
2025
Q2 		$11.7K Buy
+1,128
New +$11.9K ﹤0.01% 1119

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

Mount Yale Investment Advisors's HLN Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Haleon (HLN) stake by 4.2% in Q2 2026, selling an estimated $15.8K and leaving 38,699 shares worth $361K. The position accounts for 0.01% of the portfolio, ranked #910.

Mount Yale Investment Advisors first reported a position in HLN in Q2 2025 and has held it in 5 quarters since. The position peaked at $404K in Q1 2026. 646 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Mount Yale Investment Advisors held 38,699 shares of Haleon worth $361K as of Q2 2026.
  • Mount Yale Investment Advisors sold 1,697 Haleon shares in Q2 2026, an estimated $15.8K.
  • Haleon made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #910 holding.
  • Mount Yale Investment Advisors first reported a position in Haleon in Q2 2025 and has held it in 5 quarters since.
  • Mount Yale Investment Advisors's Haleon position peaked at $404K in Q1 2026.
  • 646 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.