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PFG Investments’s Haleon HLN Stock Holding History

PFG Investments’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 		$173K Buy
18,560
+86
+0.5% +$800 0.01% 1188
2026
Q1 		$185K Sell
18,474
-1,601
-8% -$16.7K 0.01% 1078
2025
Q4 		$203K Sell
20,075
-1,065
-5% -$10.1K 0.01% 1014
2025
Q3 		$190K Sell
21,140
-528
-2% -$5.08K 0.01% 1000
2025
Q2 		$225K Buy
21,668
+368
+2% +$3.88K 0.01% 863
2025
Q1 		$219K Sell
21,300
-889
-4% -$8.75K 0.01% 846
2024
Q4 		$212K Sell
22,189
-2,953
-12% -$28.9K 0.01% 875
2024
Q3 		$266K Buy
25,142
+490
+2% +$4.74K 0.02% 768
2024
Q2 		$204K Buy
24,652
+4,811
+24% +$40.2K 0.01% 813
2024
Q1 		$168K Buy
+19,841
New +$166K 0.01% 929

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

PFG Investments's HLN Position: Q2 2026 in Review

PFG Investments increased its Haleon (HLN) stake by 0.47% in Q2 2026, buying an estimated $800 and bringing the position to 18,560 shares worth $173K. The position accounts for 0.01% of the portfolio, ranked #1188.

PFG Investments first reported a position in HLN in Q1 2024 and has held it in 10 quarters since. The position peaked at $266K in Q3 2024. 639 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • PFG Investments held 18,560 shares of Haleon worth $173K as of Q2 2026.
  • PFG Investments bought 86 Haleon shares in Q2 2026, an estimated $800.
  • Haleon made up 0.01% of PFG Investments's portfolio in Q2 2026, its #1188 holding.
  • PFG Investments first reported a position in Haleon in Q1 2024 and has held it in 10 quarters since.
  • PFG Investments's Haleon position peaked at $266K in Q3 2024.
  • 639 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.