NWM
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Navigoe Wealth Management’s Haleon HLN Stock Holding History

Navigoe Wealth 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 		$2K Hold
233
– – ﹤0.01% 216
2026
Q1 		$2K Sell
233
-1,233
-84% -$12.8K ﹤0.01% 165
2025
Q4 		$14K Hold
1,466
– – 0.01% 132
2025
Q3 		$13K Buy
+1,466
New +$14.1K 0.01% 133

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

Navigoe Wealth Management's HLN Position: Q2 2026 in Review

Navigoe Wealth Management held its Haleon (HLN) position steady in Q2 2026 at 233 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #216.

Navigoe Wealth Management first reported a position in HLN in Q3 2025 and has held it in 4 quarters since. The position peaked at $14K in Q4 2025. 639 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Navigoe Wealth Management held 233 shares of Haleon worth $2K as of Q2 2026.
  • Navigoe Wealth Management left its Haleon share count unchanged in Q2 2026.
  • Haleon made up ﹤0.01% of Navigoe Wealth Management's portfolio in Q2 2026, its #216 holding.
  • Navigoe Wealth Management first reported a position in Haleon in Q3 2025 and has held it in 4 quarters since.
  • Navigoe Wealth Management's Haleon position peaked at $14K in Q4 2025.
  • 639 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.