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PDS Planning’s Haleon HLN Stock Holding History

PDS Planning’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 		$167K Hold
16,654
– – 0.01% 534
2025
Q4 		$168K Sell
16,654
-1,864
-10% -$17.7K 0.01% 529
2025
Q3 		$166K Sell
18,518
-6,923
-27% -$66.7K 0.01% 518
2025
Q2 		$264K Buy
25,441
+3,796
+18% +$40K 0.02% 389
2025
Q1 		$223K Buy
21,645
+1,598
+8% +$15.7K 0.02% 404
2024
Q4 		$191K Buy
20,047
+3,638
+22% +$35.6K 0.02% 409
2024
Q3 		$174K Buy
16,409
+2,443
+17% +$23.6K 0.02% 413
2024
Q2 		$115K Buy
13,966
+1,186
+9% +$9.91K 0.01% 371
2024
Q1 		$109K Sell
12,780
-236
-2% -$1.97K 0.01% 376
2023
Q4 		$107K Buy
13,016
+620
+5% +$5.11K 0.01% 349
2023
Q3 		$103K Buy
12,396
+1,112
+10% +$9.26K 0.01% 323
2023
Q2 		$94.6K Hold
11,284
– – 0.01% 327
2023
Q1 		$91.9K Buy
+11,284
New +$89.9K 0.01% 287

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

PDS Planning's HLN Position: Q1 2026 in Review

PDS Planning held its Haleon (HLN) position steady in Q1 2026 at 16,654 shares worth $167K. The position accounts for 0.01% of the portfolio, ranked #534.

PDS Planning first reported a position in HLN in Q1 2023 and has held it in 13 quarters since. The position peaked at $264K in Q2 2025. 620 funds tracked by Wall St. Rank hold HLN as of Q1 2026.

  • PDS Planning held 16,654 shares of Haleon worth $167K as of Q1 2026.
  • PDS Planning left its Haleon share count unchanged in Q1 2026.
  • Haleon made up 0.01% of PDS Planning's portfolio in Q1 2026, its #534 holding.
  • PDS Planning first reported a position in Haleon in Q1 2023 and has held it in 13 quarters since.
  • PDS Planning's Haleon position peaked at $264K in Q2 2025.
  • 620 funds tracked by Wall St. Rank held Haleon as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.