MIM
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MTM Investment Management’s Haleon HLN Stock Holding History

MTM Investment Management’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 		$9.23K Hold
989
– – ﹤0.01% 538
2026
Q1 		$9.9K Hold
989
– – ﹤0.01% 523
2025
Q4 		$10K Hold
989
– – ﹤0.01% 530
2025
Q3 		$8.87K Hold
989
– – ﹤0.01% 551
2025
Q2 		$10.3K Buy
+989
New +$10.4K ﹤0.01% 535

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

MTM Investment Management's HLN Position: Q2 2026 in Review

MTM Investment Management held its Haleon (HLN) position steady in Q2 2026 at 989 shares worth $9.23K. The position accounts for ﹤0.01% of the portfolio, ranked #538.

MTM Investment Management first reported a position in HLN in Q2 2025 and has held it in 5 quarters since. The position peaked at $10.3K in Q2 2025. 641 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • MTM Investment Management held 989 shares of Haleon worth $9.23K as of Q2 2026.
  • MTM Investment Management left its Haleon share count unchanged in Q2 2026.
  • Haleon made up ﹤0.01% of MTM Investment Management's portfolio in Q2 2026, its #538 holding.
  • MTM Investment Management first reported a position in Haleon in Q2 2025 and has held it in 5 quarters since.
  • MTM Investment Management's Haleon position peaked at $10.3K in Q2 2025.
  • 641 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.