PCS
HLN icon

Personal CFO Solutions’s Haleon HLN Stock Holding History

Personal CFO Solutions’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 		$153K Buy
16,434
+761
+5% +$7.08K 0.02% 529
2026
Q1 		$157K Buy
15,673
+1,620
+12% +$16.9K 0.02% 518
2025
Q4 		$142K Buy
14,053
+182
+1% +$1.73K 0.02% 503
2025
Q3 		$124K Sell
13,871
-3,858
-22% -$37.2K 0.02% 494
2025
Q2 		$184K Sell
17,729
-1,670
-9% -$17.6K 0.03% 471
2025
Q1 		$200K Sell
19,399
-1,358
-7% -$13.4K 0.04% 432
2024
Q4 		$198K Sell
20,757
-823
-4% -$8.05K 0.04% 447
2024
Q3 		$228K Sell
21,580
-1,731
-7% -$16.7K 0.03% 498
2024
Q2 		$193K Buy
23,311
+198
+0.9% +$1.66K 0.03% 512
2024
Q1 		$196K Buy
23,113
+2,513
+12% +$21K 0.03% 529
2023
Q4 		$170K Buy
20,600
+3,115
+18% +$25.7K 0.03% 498
2023
Q3 		$146K Buy
17,485
+5,028
+40% +$41.9K 0.03% 446
2023
Q2 		$104K Buy
+12,457
New +$106K 0.02% 460

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

Personal CFO Solutions's HLN Position: Q2 2026 in Review

Personal CFO Solutions increased its Haleon (HLN) stake by 4.9% in Q2 2026, buying an estimated $7.08K and bringing the position to 16,434 shares worth $153K. The position accounts for 0.02% of the portfolio, ranked #529.

Personal CFO Solutions first reported a position in HLN in Q2 2023 and has held it in 13 quarters since. The position peaked at $228K in Q3 2024. 641 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Personal CFO Solutions held 16,434 shares of Haleon worth $153K as of Q2 2026.
  • Personal CFO Solutions bought 761 Haleon shares in Q2 2026, an estimated $7.08K.
  • Haleon made up 0.02% of Personal CFO Solutions's portfolio in Q2 2026, its #529 holding.
  • Personal CFO Solutions first reported a position in Haleon in Q2 2023 and has held it in 13 quarters since.
  • Personal CFO Solutions's Haleon position peaked at $228K in Q3 2024.
  • 641 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.