NI
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Natural Investments’s Haleon HLN Stock Holding History

Natural Investments’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 		$835K Sell
89,579
-83,397
-48% -$775K 0.18% 113
2026
Q1 		$1.73M Buy
172,976
+537
+0.3% +$5.59K 0.43% 48
2025
Q4 		$1.74M Buy
172,439
+75,466
+78% +$717K 0.43% 47
2025
Q3 		$869K Buy
96,973
+732
+0.8% +$7.05K 0.22% 96
2025
Q2 		$998K Buy
96,241
+8,146
+9% +$85.9K 0.26% 85
2025
Q1 		$906K Sell
88,095
-5
-0% -$49 0.26% 90
2024
Q4 		$840K Buy
+88,100
New +$862K 0.23% 102

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

Natural Investments's HLN Position: Q2 2026 in Review

Natural Investments reduced its Haleon (HLN) stake by 48% in Q2 2026, selling an estimated $775K and leaving 89,579 shares worth $835K. The position accounts for 0.18% of the portfolio, ranked #113.

Natural Investments first reported a position in HLN in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.74M in Q4 2025. 638 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Natural Investments held 89,579 shares of Haleon worth $835K as of Q2 2026.
  • Natural Investments sold 83,397 Haleon shares in Q2 2026, an estimated $775K.
  • Haleon made up 0.18% of Natural Investments's portfolio in Q2 2026, its #113 holding.
  • Natural Investments first reported a position in Haleon in Q4 2024 and has held it in 7 quarters since.
  • Natural Investments's Haleon position peaked at $1.74M in Q4 2025.
  • 638 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Natural Investments's 13F filing for Q2 2026, filed 31 Jul 2026.