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Planning Strategies’s Haleon HLN Stock Holding History

Planning Strategies’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 		$1.87K Buy
+200
New +$1.86K ﹤0.01% 607

Other funds holding HLN

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Planning Strategies's HLN Position: Q2 2026 in Review

Planning Strategies opened a new position in Haleon (HLN) in Q2 2026: 200 shares worth $1.87K. The stake represents ﹤0.01% of the portfolio and ranks #607 among its holdings.

610 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Planning Strategies held 200 shares of Haleon worth $1.87K as of Q2 2026.
  • Haleon was a new Planning Strategies position in Q2 2026.
  • Haleon made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #607 holding.
  • 610 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.