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Principal Securities’s Haleon HLN Stock Holding History

Principal Securities’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 		$1.39M Buy
148,878
+202
+0.1% +$1.88K 0.02% 675
2026
Q1 		$1.49M Buy
148,676
+14,007
+10% +$146K 0.02% 600
2025
Q4 		$1.36M Buy
134,669
+15,742
+13% +$150K 0.02% 604
2025
Q3 		$1.07M Sell
118,927
-6,089
-5% -$58.6K 0.02% 648
2025
Q2 		$1.3M Buy
125,016
+46,133
+58% +$487K 0.02% 538
2025
Q1 		$753K Buy
78,883
+5
+0% +$49 0.02% 647
2024
Q4 		$752K Buy
78,878
+24,997
+46% +$245K 0.02% 643
2024
Q3 		$570K Buy
53,881
+8,248
+18% +$79.8K 0.01% 715
2024
Q2 		$377K Buy
45,633
+12,235
+37% +$102K 0.01% 805
2024
Q1 		$284K Buy
33,398
+11,992
+56% +$100K 0.01% 881
2023
Q4 		$176K Buy
+21,406
New +$176K 0.01% 979

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

Principal Securities's HLN Position: Q2 2026 in Review

Principal Securities increased its Haleon (HLN) stake by 0.14% in Q2 2026, buying an estimated $1.88K and bringing the position to 148,878 shares worth $1.39M. The position accounts for 0.02% of the portfolio, ranked #675.

Principal Securities first reported a position in HLN in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.49M in Q1 2026. 639 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Principal Securities held 148,878 shares of Haleon worth $1.39M as of Q2 2026.
  • Principal Securities bought 202 Haleon shares in Q2 2026, an estimated $1.88K.
  • Haleon made up 0.02% of Principal Securities's portfolio in Q2 2026, its #675 holding.
  • Principal Securities first reported a position in Haleon in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's Haleon position peaked at $1.49M in Q1 2026.
  • 639 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.