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Prospect Financial Group’s Haleon HLN Stock Holding History

Prospect Financial Group’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
Q1 		$111K Sell
11,117
-1,544
-12% -$16.1K 0.1% 61
2025
Q4 		$128K Sell
12,661
-2,043
-14% -$19.4K 0.12% 58
2025
Q3 		$132K Sell
14,704
-2,691
-15% -$25.9K 0.13% 58
2025
Q2 		$180K Buy
17,395
+1,339
+8% +$14.1K 0.19% 59
2025
Q1 		$165K Buy
16,056
+2,247
+16% +$22.1K 0.21% 58
2024
Q4 		$132K Buy
+13,809
New +$135K 0.16% 53

Other funds holding HLN

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Prospect Financial Group's HLN Position: Q1 2026 in Review

Prospect Financial Group reduced its Haleon (HLN) stake by 12% in Q1 2026, selling an estimated $16.1K and leaving 11,117 shares worth $111K. The position accounts for 0.1% of the portfolio, ranked #61.

Prospect Financial Group first reported a position in HLN in Q4 2024 and has held it in 6 quarters since. The position peaked at $180K in Q2 2025. 621 funds tracked by Wall St. Rank hold HLN as of Q1 2026.

  • Prospect Financial Group held 11,117 shares of Haleon worth $111K as of Q1 2026.
  • Prospect Financial Group sold 1,544 Haleon shares in Q1 2026, an estimated $16.1K.
  • Haleon made up 0.1% of Prospect Financial Group's portfolio in Q1 2026, its #61 holding.
  • Prospect Financial Group first reported a position in Haleon in Q4 2024 and has held it in 6 quarters since.
  • Prospect Financial Group's Haleon position peaked at $180K in Q2 2025.
  • 621 funds tracked by Wall St. Rank held Haleon as of Q1 2026.

Based on Prospect Financial Group's 13F filing for Q1 2026, filed 6 May 2026.