Patrick M. Sweeney & Associates’s Haleon HLN Stock Holding History

Patrick M. Sweeney & Associates’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	–	Sell	-26,868	Closed	-$269K	–	175
2026 Q1	$269K	Hold	26,868	–	–	0.17%	138
2025 Q4	$272K	Sell	26,868 -23,000	-46%	-$219K	0.17%	134
2025 Q3	$447K	Hold	49,868	–	–	0.29%	81
2025 Q2	$511K	Sell	49,868 -30,000	-38%	-$316K	0.35%	73
2025 Q1	$822K	Buy	79,868 +9,825	+14%	+$96.7K	0.61%	37
2024 Q4	$668K	Sell	70,043 -26,500	-27%	-$259K	0.5%	51
2024 Q3	$1.02M	Hold	96,543	–	–	0.75%	29
2024 Q2	$797K	Buy	96,543 +40,000	+71%	+$334K	0.64%	34
2024 Q1	$480K	Sell	56,543 -75,092	-57%	-$628K	0.39%	67
2023 Q4	$1.08M	Buy	+131,635	New	+$1.08M	0.99%	23

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

Patrick M. Sweeney & Associates's HLN Position: Q2 2026 in Review

Patrick M. Sweeney & Associates sold out of Haleon (HLN) in Q2 2026, closing a stake of 26,868 shares — an estimated $269K sold.

Patrick M. Sweeney & Associates first reported a position in HLN in Q4 2023 and held it in 10 quarters. The position peaked at $1.08M in Q4 2023. 641 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

Patrick M. Sweeney & Associates reported no remaining Haleon position as of Q2 2026 after selling out during the quarter.
Patrick M. Sweeney & Associates sold 26,868 Haleon shares in Q2 2026, an estimated $269K.
Patrick M. Sweeney & Associates first reported a position in Haleon in Q4 2023 and held it in 10 quarters.
Patrick M. Sweeney & Associates's Haleon position peaked at $1.08M in Q4 2023.
641 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.