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
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 $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

MTM Investment Management's HLN Position: Q1 2026 in Review

MTM Investment Management held its Haleon (HLN) position steady in Q1 2026 at 989 shares worth $9.9K. The position accounts for ﹤0.01% of the portfolio, ranked #523.

MTM Investment Management first reported a position in HLN in Q2 2025 and has held it in 4 quarters since. The position peaked at $10.3K in Q2 2025. 619 funds tracked by Wall St. Rank hold HLN as of Q1 2026.

  • MTM Investment Management held 989 shares of Haleon worth $9.9K as of Q1 2026.
  • MTM Investment Management left its Haleon share count unchanged in Q1 2026.
  • Haleon made up ﹤0.01% of MTM Investment Management's portfolio in Q1 2026, its #523 holding.
  • MTM Investment Management first reported a position in Haleon in Q2 2025 and has held it in 4 quarters since.
  • MTM Investment Management's Haleon position peaked at $10.3K in Q2 2025.
  • 619 funds tracked by Wall St. Rank held Haleon as of Q1 2026.

Based on MTM Investment Management's 13F filing for Q1 2026, filed 6 May 2026.