PIS
HLN icon

POM Investment Strategies’s Haleon HLN Stock Holding History

POM Investment 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 		– Sell
-10
Closed -$100 – 391
2026
Q1 		$100 Sell
10
-5
-33% -$52 ﹤0.01% 429
2025
Q4 		$152 Hold
15
– – ﹤0.01% 331
2025
Q3 		$135 Buy
+15
New +$144 ﹤0.01% 196
2025
Q1 		– Sell
-6,178
Closed -$58.9K – 275
2024
Q4 		$58.9K Sell
6,178
-518
-8% -$5.07K 0.04% 69
2024
Q3 		$70.8K Sell
6,696
-896
-12% -$8.66K 0.06% 58
2024
Q2 		$62.7K Buy
7,592
+9
+0.1% +$75 0.05% 67
2024
Q1 		$64.4K Buy
7,583
+1,324
+21% +$11.1K 0.05% 58
2023
Q4 		$51.5K Buy
+6,259
New +$51.6K 0.05% 57

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

POM Investment Strategies's HLN Position: Q2 2026 in Review

POM Investment Strategies sold out of Haleon (HLN) in Q2 2026, closing a stake of 10 shares — an estimated $100 sold.

POM Investment Strategies first reported a position in HLN in Q4 2023 and held it in 8 quarters. The position peaked at $70.8K in Q3 2024. 638 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • POM Investment Strategies reported no remaining Haleon position as of Q2 2026 after selling out during the quarter.
  • POM Investment Strategies sold 10 Haleon shares in Q2 2026, an estimated $100.
  • POM Investment Strategies first reported a position in Haleon in Q4 2023 and held it in 8 quarters.
  • POM Investment Strategies's Haleon position peaked at $70.8K in Q3 2024.
  • 638 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on POM Investment Strategies's 13F filing for Q2 2026, filed 31 Jul 2026.