OWA
HLN icon

Opal Wealth Advisors’s Haleon HLN Stock Holding History

Opal 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
Q1 		$34.3K Buy
+3,431
New +$35.7K 0.01% 472
2025
Q3 		– Sell
-3,222
Closed -$33.4K – 341
2025
Q2 		$33.4K Buy
3,222
+378
+13% +$3.99K 0.01% 450
2025
Q1 		$29.3K Buy
+2,844
New +$28K 0.01% 447
2024
Q3 		– Sell
-1,982
Closed -$16.4K – 620
2024
Q2 		$16.4K Buy
+1,982
New +$16.6K 0.01% 559

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

Opal Wealth Advisors's HLN Position: Q1 2026 in Review

Opal Wealth Advisors opened a new position in Haleon (HLN) in Q1 2026: 3,431 shares worth $34.3K. The stake represents 0.01% of the portfolio and ranks #472 among its holdings. This is a return to the name: Opal Wealth Advisors previously reported a position in HLN as recently as Q2 2025.

Opal Wealth Advisors first reported a position in HLN in Q2 2024 and has held it in 4 quarters since. 619 funds tracked by Wall St. Rank hold HLN as of Q1 2026.

  • Opal Wealth Advisors held 3,431 shares of Haleon worth $34.3K as of Q1 2026.
  • Haleon was a new Opal Wealth Advisors position in Q1 2026.
  • Haleon made up 0.01% of Opal Wealth Advisors's portfolio in Q1 2026, its #472 holding.
  • Opal Wealth Advisors first reported a position in Haleon in Q2 2024 and has held it in 4 quarters since.
  • 619 funds tracked by Wall St. Rank held Haleon as of Q1 2026.

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