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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
Q2 		$116K Buy
12,479
+1,362
+12% +$12.7K 0.09% 69
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 $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

Prospect Financial Group's HLN Position: Q2 2026 in Review

Prospect Financial Group increased its Haleon (HLN) stake by 12% in Q2 2026, buying an estimated $12.7K and bringing the position to 12,479 shares worth $116K. The position accounts for 0.09% of the portfolio, ranked #69.

Prospect Financial Group first reported a position in HLN in Q4 2024 and has held it in 7 quarters since. The position peaked at $180K in Q2 2025. 641 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Prospect Financial Group held 12,479 shares of Haleon worth $116K as of Q2 2026.
  • Prospect Financial Group bought 1,362 Haleon shares in Q2 2026, an estimated $12.7K.
  • Haleon made up 0.09% of Prospect Financial Group's portfolio in Q2 2026, its #69 holding.
  • Prospect Financial Group first reported a position in Haleon in Q4 2024 and has held it in 7 quarters since.
  • Prospect Financial Group's Haleon position peaked at $180K in Q2 2025.
  • 641 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Prospect Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.