NW
HLN icon

NewEdge Wealth’s Haleon HLN Stock Holding History

NewEdge 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 		$787K Buy
84,393
+3,634
+4% +$33.8K 0.01% 721
2026
Q1 		$808K Sell
80,759
-11,007
-12% -$115K 0.01% 677
2025
Q4 		$928K Buy
91,766
+14,528
+19% +$138K 0.01% 655
2025
Q3 		$719K Buy
77,238
+12,878
+20% +$124K 0.01% 646
2025
Q2 		$609K Buy
64,360
+587
+0.9% +$6.19K 0.01% 649
2025
Q1 		$656K Sell
63,773
-1,217
-2% -$12K 0.01% 561
2024
Q4 		$620K Sell
64,990
-2,605
-4% -$25.5K 0.01% 596
2024
Q3 		$715K Buy
67,595
+16,542
+32% +$160K 0.01% 536
2024
Q2 		$422K Sell
51,053
-1,033
-2% -$8.63K 0.01% 583
2024
Q1 		$433K Sell
52,086
-917
-2% -$7.66K 0.01% 592
2023
Q4 		$436K Sell
53,003
-8,843
-14% -$72.9K 0.01% 537
2023
Q3 		$515K Buy
61,846
+5,035
+9% +$41.9K 0.02% 457
2023
Q2 		$476K Sell
56,811
-330
-0.6% -$2.82K 0.02% 464
2023
Q1 		$465K Sell
57,141
-2,345
-4% -$18.7K 0.02% 423
2022
Q4 		$476K Sell
59,486
-3,384
-5% -$23K 0.02% 374
2022
Q3 		$383K Buy
+62,870
New +$407K 0.02% 386

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

NewEdge Wealth's HLN Position: Q2 2026 in Review

NewEdge Wealth increased its Haleon (HLN) stake by 4.5% in Q2 2026, buying an estimated $33.8K and bringing the position to 84,393 shares worth $787K. The position accounts for 0.01% of the portfolio, ranked #721.

NewEdge Wealth first reported a position in HLN in Q3 2022 and has held it in 16 quarters since. The position peaked at $928K in Q4 2025. 641 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • NewEdge Wealth held 84,393 shares of Haleon worth $787K as of Q2 2026.
  • NewEdge Wealth bought 3,634 Haleon shares in Q2 2026, an estimated $33.8K.
  • Haleon made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #721 holding.
  • NewEdge Wealth first reported a position in Haleon in Q3 2022 and has held it in 16 quarters since.
  • NewEdge Wealth's Haleon position peaked at $928K in Q4 2025.
  • 641 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.