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Operose Advisors’s Haleon HLN Stock Holding History

Operose 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 		$317 Sell
34
-1,811
-98% -$16.8K ﹤0.01% 511
2026
Q1 		$18.5K Buy
+1,845
New +$19.2K ﹤0.01% 360
2024
Q4 		– Sell
-1,096
Closed -$11.6K – 528
2024
Q3 		$11.6K Hold
1,096
– – ﹤0.01% 477
2024
Q2 		$9.05K Hold
1,096
– – ﹤0.01% 461
2024
Q1 		$9.3K Buy
+1,096
New +$9.16K ﹤0.01% 499
2023
Q4 		– Sell
-1,096
Closed -$9.13K – 661
2023
Q3 		$9.13K Buy
+1,096
New +$9.13K ﹤0.01% 591

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

Operose Advisors's HLN Position: Q2 2026 in Review

Operose Advisors reduced its Haleon (HLN) stake by 98% in Q2 2026, selling an estimated $16.8K and leaving 34 shares worth $317. The position accounts for ﹤0.01% of the portfolio, ranked #511.

Operose Advisors first reported a position in HLN in Q3 2023 and has held it in 6 quarters since. The position peaked at $18.5K in Q1 2026. 639 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Operose Advisors held 34 shares of Haleon worth $317 as of Q2 2026.
  • Operose Advisors sold 1,811 Haleon shares in Q2 2026, an estimated $16.8K.
  • Haleon made up ﹤0.01% of Operose Advisors's portfolio in Q2 2026, its #511 holding.
  • Operose Advisors first reported a position in Haleon in Q3 2023 and has held it in 6 quarters since.
  • Operose Advisors's Haleon position peaked at $18.5K in Q1 2026.
  • 639 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.