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
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 $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Mount Yale Investment Advisors's HLN Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Haleon (HLN) stake by 2.5% in Q1 2026, buying an estimated $10.1K and bringing the position to 40,396 shares worth $404K. The position accounts for 0.01% of the portfolio, ranked #782.

Mount Yale Investment Advisors first reported a position in HLN in Q2 2025 and has held it in 4 quarters since. 619 funds tracked by Wall St. Rank hold HLN as of Q1 2026.

  • Mount Yale Investment Advisors held 40,396 shares of Haleon worth $404K as of Q1 2026.
  • Mount Yale Investment Advisors bought 971 Haleon shares in Q1 2026, an estimated $10.1K.
  • Haleon made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #782 holding.
  • Mount Yale Investment Advisors first reported a position in Haleon in Q2 2025 and has held it in 4 quarters since.
  • 619 funds tracked by Wall St. Rank held Haleon as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.