POIA
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Pin Oak Investment Advisors’s Haleon HLN Stock Holding History

Pin Oak Investment Advisors’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 		$22K Buy
2,408
+27
+1% +$251 0.02% 301
2026
Q1 		$24K Hold
2,381
– – 0.02% 283
2025
Q4 		$26K Hold
2,381
– – 0.02% 282
2025
Q3 		$21.4K Sell
2,381
-609
-20% -$5.87K 0.02% 306
2025
Q2 		$30K Hold
2,990
– – 0.03% 235
2025
Q1 		$31K Hold
2,990
– – 0.02% 226
2024
Q4 		$32K Hold
2,990
– – 0.03% 226
2024
Q3 		$31K Hold
2,990
– – 0.03% 231
2024
Q2 		$25K Buy
2,990
+510
+21% +$4.26K 0.02% 234
2024
Q1 		$21K Hold
2,480
– – 0.02% 258
2023
Q4 		$20K Hold
2,480
– – 0.02% 265
2023
Q3 		$21K Buy
2,480
+1,074
+76% +$8.94K 0.02% 244
2023
Q2 		$12K Buy
+1,406
New +$12K 0.01% 300

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
Harding Loevner
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

Pin Oak Investment Advisors's HLN Position: Q2 2026 in Review

Pin Oak Investment Advisors increased its Haleon (HLN) stake by 1.1% in Q2 2026, buying an estimated $251 and bringing the position to 2,408 shares worth $22K. The position accounts for 0.02% of the portfolio, ranked #301.

Pin Oak Investment Advisors first reported a position in HLN in Q2 2023 and has held it in 13 quarters since. The position peaked at $32K in Q4 2024. 647 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Pin Oak Investment Advisors held 2,408 shares of Haleon worth $22K as of Q2 2026.
  • Pin Oak Investment Advisors bought 27 Haleon shares in Q2 2026, an estimated $251.
  • Haleon made up 0.02% of Pin Oak Investment Advisors's portfolio in Q2 2026, its #301 holding.
  • Pin Oak Investment Advisors first reported a position in Haleon in Q2 2023 and has held it in 13 quarters since.
  • Pin Oak Investment Advisors's Haleon position peaked at $32K in Q4 2024.
  • 647 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.