One Wealth Advisors’s Haleon HLN Stock Holding History

One Wealth 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 Q2	$616K	Sell	66,077 -1,301	-2%	-$12.1K	0.07%	155
2026 Q1	$674K	Buy	67,378 +2,550	+4%	+$26.5K	0.08%	129
2025 Q4	$655K	Sell	64,828 -4,424	-6%	-$42.1K	0.08%	138
2025 Q3	$621K	Sell	69,252 -15,986	-19%	-$154K	0.08%	140
2025 Q2	$884K	Sell	85,238 -5,196	-6%	-$54.8K	0.12%	101
2025 Q1	$931K	Buy	90,434 +8,430	+10%	+$83K	0.14%	97
2024 Q4	$782K	Hold	82,004	–	–	0.12%	91
2024 Q3	$868K	Sell	82,004 -894	-1%	-$8.64K	0.13%	85
2024 Q2	$813K	Buy	82,898 +17,586	+27%	+$147K	0.17%	69
2024 Q1	$561K	Buy	65,312 +29,525	+83%	+$247K	0.1%	115
2023 Q4	$295K	Buy	+35,787	New	+$295K	0.06%	162
2023 Q3	–	Sell	-29,955	Closed	-$251K	–	202
2023 Q2	$251K	Buy	+29,955	New	+$256K	0.05%	168

Other funds holding HLN

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

One Wealth Advisors's HLN Position: Q2 2026 in Review

One Wealth Advisors reduced its Haleon (HLN) stake by 1.9% in Q2 2026, selling an estimated $12.1K and leaving 66,077 shares worth $616K. The position accounts for 0.07% of the portfolio, ranked #155.

One Wealth Advisors first reported a position in HLN in Q2 2023 and has held it in 12 quarters since. The position peaked at $931K in Q1 2025. 639 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

One Wealth Advisors held 66,077 shares of Haleon worth $616K as of Q2 2026.
One Wealth Advisors sold 1,301 Haleon shares in Q2 2026, an estimated $12.1K.
Haleon made up 0.07% of One Wealth Advisors's portfolio in Q2 2026, its #155 holding.
One Wealth Advisors first reported a position in Haleon in Q2 2023 and has held it in 12 quarters since.
One Wealth Advisors's Haleon position peaked at $931K in Q1 2025.
639 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.