Nalls Sherbakoff Group’s Haleon HLN Stock Holding History

Nalls Sherbakoff Group’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	$1.05K	Sell	113 -291	-72%	-$2.71K	﹤0.01%	347
2026 Q1	$4.04K	Hold	404	–	–	﹤0.01%	349
2025 Q4	$4.08K	Buy	404 +291	+258%	+$2.77K	﹤0.01%	379
2025 Q3	$1.01K	Hold	113	–	–	﹤0.01%	401
2025 Q2	$1.17K	Hold	113	–	–	﹤0.01%	399
2025 Q1	$1.16K	Buy	+113	New	+$1.11K	﹤0.01%	402
2023 Q4	$930	Hold	113	–	–	﹤0.01%	394
2023 Q3	$942	Hold	113	–	–	﹤0.01%	400
2023 Q2	$909	Hold	113	–	–	﹤0.01%	419
2023 Q1	$914	Buy	+113	New	+$901	﹤0.01%	446

Other funds holding HLN

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Nalls Sherbakoff Group's HLN Position: Q2 2026 in Review

Nalls Sherbakoff Group reduced its Haleon (HLN) stake by 72% in Q2 2026, selling an estimated $2.71K and leaving 113 shares worth $1.05K. The position accounts for ﹤0.01% of the portfolio, ranked #347.

Nalls Sherbakoff Group first reported a position in HLN in Q1 2023 and has held it in 10 quarters since. The position peaked at $4.08K in Q4 2025. 646 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

Nalls Sherbakoff Group held 113 shares of Haleon worth $1.05K as of Q2 2026.
Nalls Sherbakoff Group sold 291 Haleon shares in Q2 2026, an estimated $2.71K.
Haleon made up ﹤0.01% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #347 holding.
Nalls Sherbakoff Group first reported a position in Haleon in Q1 2023 and has held it in 10 quarters since.
Nalls Sherbakoff Group's Haleon position peaked at $4.08K in Q4 2025.
646 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.