OIA
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OneDigital Investment Advisors’s Haleon HLN Stock Holding History

OneDigital Investment 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 		$225K Buy
22,522
+791
+4% +$8.23K ﹤0.01% 1348
2025
Q4 		$220K Buy
21,731
+569
+3% +$5.41K ﹤0.01% 1391
2025
Q3 		$190K Sell
21,162
-4,370
-17% -$42.1K ﹤0.01% 1433
2025
Q2 		$265K Sell
25,532
-8,563
-25% -$90.3K ﹤0.01% 1232
2025
Q1 		$351K Sell
34,095
-5,316
-13% -$52.3K ﹤0.01% 1008
2024
Q4 		$376K Sell
39,411
-6,500
-14% -$63.6K ﹤0.01% 1014
2024
Q3 		$486K Sell
45,911
-13,404
-23% -$130K 0.01% 948
2024
Q2 		$490K Buy
+59,315
New +$496K 0.01% 911
2024
Q1 		– Sell
-29,079
Closed -$239K – 1128
2023
Q4 		$239K Buy
+29,079
New +$240K ﹤0.01% 993

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

OneDigital Investment Advisors's HLN Position: Q1 2026 in Review

OneDigital Investment Advisors increased its Haleon (HLN) stake by 3.6% in Q1 2026, buying an estimated $8.23K and bringing the position to 22,522 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #1348.

OneDigital Investment Advisors first reported a position in HLN in Q4 2023 and has held it in 9 quarters since. The position peaked at $490K in Q2 2024. 621 funds tracked by Wall St. Rank hold HLN as of Q1 2026.

  • OneDigital Investment Advisors held 22,522 shares of Haleon worth $225K as of Q1 2026.
  • OneDigital Investment Advisors bought 791 Haleon shares in Q1 2026, an estimated $8.23K.
  • Haleon made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #1348 holding.
  • OneDigital Investment Advisors first reported a position in Haleon in Q4 2023 and has held it in 9 quarters since.
  • OneDigital Investment Advisors's Haleon position peaked at $490K in Q2 2024.
  • 621 funds tracked by Wall St. Rank held Haleon as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.