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Nova Wealth Management’s Haleon HLN Stock Holding History

Nova Wealth Management’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 		– Sell
-396
Closed -$4K – 583
2025
Q4 		$4K Hold
396
– – ﹤0.01% 449
2025
Q3 		$3.55K Hold
396
– – ﹤0.01% 450
2025
Q2 		$4.11K Buy
+396
New +$4.18K ﹤0.01% 470

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
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Nova Wealth Management's HLN Position: Q1 2026 in Review

Nova Wealth Management sold out of Haleon (HLN) in Q1 2026, closing a stake of 396 shares — an estimated $4K sold.

Nova Wealth Management first reported a position in HLN in Q2 2025 and held it in 3 quarters. The position peaked at $4.11K in Q2 2025. 625 funds tracked by Wall St. Rank hold HLN as of Q1 2026.

  • Nova Wealth Management reported no remaining Haleon position as of Q1 2026 after selling out during the quarter.
  • Nova Wealth Management sold 396 Haleon shares in Q1 2026, an estimated $4K.
  • Nova Wealth Management first reported a position in Haleon in Q2 2025 and held it in 3 quarters.
  • Nova Wealth Management's Haleon position peaked at $4.11K in Q2 2025.
  • 625 funds tracked by Wall St. Rank held Haleon as of Q1 2026.

Based on Nova Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.