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NewEdge Advisors’s Haleon HLN Stock Holding History

NewEdge Advisors’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 		$1.12M Sell
111,815
-13,594
-11% -$141K ﹤0.01% 1432
2025
Q4 		$1.27M Buy
125,409
+60,234
+92% +$573K ﹤0.01% 1339
2025
Q3 		$585K Buy
65,175
+660
+1% +$6.36K ﹤0.01% 1723
2025
Q2 		$669K Buy
64,515
+6,513
+11% +$68.7K ﹤0.01% 1529
2025
Q1 		$597K Sell
58,002
-2,947
-5% -$29K ﹤0.01% 1486
2024
Q4 		$581K Buy
60,949
+27,163
+80% +$266K ﹤0.01% 1450
2024
Q3 		$357K Buy
33,786
+7,486
+28% +$72.4K ﹤0.01% 1686
2024
Q2 		$217K Buy
26,300
+5,578
+27% +$46.6K ﹤0.01% 1877
2024
Q1 		$176K Sell
20,722
-5,778
-22% -$48.3K ﹤0.01% 1885
2023
Q4 		$219K Buy
26,500
+6,703
+34% +$55.2K ﹤0.01% 1676
2023
Q3 		$165K Buy
19,797
+4,423
+29% +$36.8K ﹤0.01% 1687
2023
Q2 		$129K Buy
15,374
+7,817
+103% +$66.7K ﹤0.01% 1775
2023
Q1 		$61.5K Sell
7,557
-8,510
-53% -$67.8K ﹤0.01% 1912
2022
Q4 		$62.7K Buy
+16,067
New +$109K ﹤0.01% 1629

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

NewEdge Advisors's HLN Position: Q1 2026 in Review

NewEdge Advisors reduced its Haleon (HLN) stake by 11% in Q1 2026, selling an estimated $141K and leaving 111,815 shares worth $1.12M. The position accounts for ﹤0.01% of the portfolio, ranked #1432.

NewEdge Advisors first reported a position in HLN in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.27M in Q4 2025. 619 funds tracked by Wall St. Rank hold HLN as of Q1 2026.

  • NewEdge Advisors held 111,815 shares of Haleon worth $1.12M as of Q1 2026.
  • NewEdge Advisors sold 13,594 Haleon shares in Q1 2026, an estimated $141K.
  • Haleon made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1432 holding.
  • NewEdge Advisors first reported a position in Haleon in Q4 2022 and has held it in 14 quarters since.
  • NewEdge Advisors's Haleon position peaked at $1.27M in Q4 2025.
  • 619 funds tracked by Wall St. Rank held Haleon as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.