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
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 $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

Personal CFO Solutions's HLN Position: Q1 2026 in Review

Personal CFO Solutions increased its Haleon (HLN) stake by 12% in Q1 2026, buying an estimated $16.9K and bringing the position to 15,673 shares worth $157K. The position accounts for 0.02% of the portfolio, ranked #518.

Personal CFO Solutions first reported a position in HLN in Q2 2023 and has held it in 12 quarters since. The position peaked at $228K in Q3 2024. 619 funds tracked by Wall St. Rank hold HLN as of Q1 2026.

  • Personal CFO Solutions held 15,673 shares of Haleon worth $157K as of Q1 2026.
  • Personal CFO Solutions bought 1,620 Haleon shares in Q1 2026, an estimated $16.9K.
  • Haleon made up 0.02% of Personal CFO Solutions's portfolio in Q1 2026, its #518 holding.
  • Personal CFO Solutions first reported a position in Haleon in Q2 2023 and has held it in 12 quarters since.
  • Personal CFO Solutions's Haleon position peaked at $228K in Q3 2024.
  • 619 funds tracked by Wall St. Rank held Haleon as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.