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Peapack-Gladstone Financial Corp’s Haleon HLN Stock Holding History

Peapack-Gladstone Financial Corp’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 		$380K Sell
40,722
-98
-0.2% -$911 ﹤0.01% 556
2026
Q1 		$408K Sell
40,820
-618
-1% -$6.43K 0.01% 531
2025
Q4 		$420K Sell
41,438
-1,053
-2% -$10K 0.01% 527
2025
Q3 		$381K Sell
42,491
-5,552
-12% -$53.5K 0.01% 543
2025
Q2 		$498K Buy
48,043
+4,077
+9% +$43K 0.01% 483
2025
Q1 		$452K Sell
43,966
-619
-1% -$6.09K 0.01% 494
2024
Q4 		$425K Sell
44,585
-259
-0.6% -$2.53K 0.01% 504
2024
Q3 		$474K Buy
44,844
+1,390
+3% +$13.4K 0.01% 494
2024
Q2 		$359K Buy
43,454
+5,841
+16% +$48.8K 0.01% 536
2024
Q1 		$319K Buy
37,613
+9,133
+32% +$76.3K 0.01% 559
2023
Q4 		$234K Sell
28,480
-1,050
-4% -$8.65K ﹤0.01% 616
2023
Q3 		$246K Sell
29,530
-84,401
-74% -$703K ﹤0.01% 595
2023
Q2 		$955K Buy
113,931
+14,549
+15% +$124K 0.02% 401
2023
Q1 		$809K Buy
99,382
+124
+0.1% +$988 0.02% 410
2022
Q4 		$794K Buy
99,258
+10,543
+12% +$71.7K 0.02% 401
2022
Q3 		$541K Buy
+88,715
New +$574K 0.01% 448

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

Peapack-Gladstone Financial Corp's HLN Position: Q2 2026 in Review

Peapack-Gladstone Financial Corp reduced its Haleon (HLN) stake by 0.24% in Q2 2026, selling an estimated $911 and leaving 40,722 shares worth $380K. The position accounts for ﹤0.01% of the portfolio, ranked #556.

Peapack-Gladstone Financial Corp first reported a position in HLN in Q3 2022 and has held it in 16 quarters since. The position peaked at $955K in Q2 2023. 638 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Peapack-Gladstone Financial Corp held 40,722 shares of Haleon worth $380K as of Q2 2026.
  • Peapack-Gladstone Financial Corp sold 98 Haleon shares in Q2 2026, an estimated $911.
  • Haleon made up ﹤0.01% of Peapack-Gladstone Financial Corp's portfolio in Q2 2026, its #556 holding.
  • Peapack-Gladstone Financial Corp first reported a position in Haleon in Q3 2022 and has held it in 16 quarters since.
  • Peapack-Gladstone Financial Corp's Haleon position peaked at $955K in Q2 2023.
  • 638 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q2 2026, filed 14 Aug 2026.