NW
HLN icon

Naviter Wealth’s Haleon HLN Stock Holding History

Naviter Wealth’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 		$672K Buy
72,071
+17,215
+31% +$160K 0.06% 200
2026
Q1 		$549K Buy
54,856
+7,395
+16% +$76.9K 0.07% 197
2025
Q4 		$480K Sell
47,461
-2,202
-4% -$20.9K 0.06% 203
2025
Q3 		$445K Buy
49,663
+3,649
+8% +$35.1K 0.05% 206
2025
Q2 		$477K Buy
+46,014
New +$485K 0.06% 196

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

Naviter Wealth's HLN Position: Q2 2026 in Review

Naviter Wealth increased its Haleon (HLN) stake by 31% in Q2 2026, buying an estimated $160K and bringing the position to 72,071 shares worth $672K. The position accounts for 0.06% of the portfolio, ranked #200.

Naviter Wealth first reported a position in HLN in Q2 2025 and has held it in 5 quarters since. 643 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Naviter Wealth held 72,071 shares of Haleon worth $672K as of Q2 2026.
  • Naviter Wealth bought 17,215 Haleon shares in Q2 2026, an estimated $160K.
  • Haleon made up 0.06% of Naviter Wealth's portfolio in Q2 2026, its #200 holding.
  • Naviter Wealth first reported a position in Haleon in Q2 2025 and has held it in 5 quarters since.
  • 643 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.