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Principal Street Partners’s Haleon HLN Stock Holding History

Principal Street Partners’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 		$113K Buy
+12,140
New +$113K 0.02% 271
2025
Q3 		– Sell
-110,050
Closed -$1.14M – 316
2025
Q2 		$1.14M Buy
110,050
+60,583
+122% +$639K 0.11% 113
2025
Q1 		$509K Hold
49,467
– – 0.09% 125
2024
Q4 		$472K Buy
+49,467
New +$484K 0.09% 126

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 Street Partners's HLN Position: Q2 2026 in Review

Principal Street Partners opened a new position in Haleon (HLN) in Q2 2026: 12,140 shares worth $113K. The stake represents 0.02% of the portfolio and ranks #271 among its holdings. This is a return to the name: Principal Street Partners previously reported a position in HLN as recently as Q2 2025.

Principal Street Partners first reported a position in HLN in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.14M in Q2 2025. 646 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Principal Street Partners held 12,140 shares of Haleon worth $113K as of Q2 2026.
  • Haleon was a new Principal Street Partners position in Q2 2026.
  • Haleon made up 0.02% of Principal Street Partners's portfolio in Q2 2026, its #271 holding.
  • Principal Street Partners first reported a position in Haleon in Q4 2024 and has held it in 4 quarters since.
  • Principal Street Partners's Haleon position peaked at $1.14M in Q2 2025.
  • 646 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Principal Street Partners's 13F filing for Q2 2026, filed 14 Aug 2026.