NFSG
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Newbridge Financial Services Group’s Haleon HLN Stock Holding History

Newbridge Financial Services 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 		$1.18K Hold
126
– – ﹤0.01% 1119
2026
Q1 		$1.26K Sell
126
-59
-32% -$614 ﹤0.01% 1066
2025
Q4 		$1.87K Buy
185
+59
+47% +$561 ﹤0.01% 1030
2025
Q3 		$1.13K Hold
126
– – ﹤0.01% 1175
2025
Q2 		$1.31K Hold
126
– – ﹤0.01% 1175
2025
Q1 		$1.3K Sell
126
-4
-3% -$39 ﹤0.01% 927
2024
Q4 		$1.24K Buy
+130
New +$1.27K ﹤0.01% 1003
2023
Q1 		– Sell
-400
Closed -$3.2K – 1443
2022
Q4 		$3.2K Buy
+400
New +$2.72K ﹤0.01% 1145

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

Newbridge Financial Services Group's HLN Position: Q2 2026 in Review

Newbridge Financial Services Group held its Haleon (HLN) position steady in Q2 2026 at 126 shares worth $1.18K. The position accounts for ﹤0.01% of the portfolio, ranked #1119.

Newbridge Financial Services Group first reported a position in HLN in Q4 2022 and has held it in 8 quarters since. The position peaked at $3.2K in Q4 2022. 638 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Newbridge Financial Services Group held 126 shares of Haleon worth $1.18K as of Q2 2026.
  • Newbridge Financial Services Group left its Haleon share count unchanged in Q2 2026.
  • Haleon made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #1119 holding.
  • Newbridge Financial Services Group first reported a position in Haleon in Q4 2022 and has held it in 8 quarters since.
  • Newbridge Financial Services Group's Haleon position peaked at $3.2K in Q4 2022.
  • 638 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.