NW
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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
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 $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

Naviter Wealth's HLN Position: Q1 2026 in Review

Naviter Wealth increased its Haleon (HLN) stake by 16% in Q1 2026, buying an estimated $76.9K and bringing the position to 54,856 shares worth $549K. The position accounts for 0.07% of the portfolio, ranked #197.

Naviter Wealth first reported a position in HLN in Q2 2025 and has held it in 4 quarters since. 621 funds tracked by Wall St. Rank hold HLN as of Q1 2026.

  • Naviter Wealth held 54,856 shares of Haleon worth $549K as of Q1 2026.
  • Naviter Wealth bought 7,395 Haleon shares in Q1 2026, an estimated $76.9K.
  • Haleon made up 0.07% of Naviter Wealth's portfolio in Q1 2026, its #197 holding.
  • Naviter Wealth first reported a position in Haleon in Q2 2025 and has held it in 4 quarters since.
  • 621 funds tracked by Wall St. Rank held Haleon as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.