QWP
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Quotient Wealth Partners’s Haleon HLN Stock Holding History

Quotient Wealth 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 		$186K Buy
19,935
+3,528
+22% +$32.8K ﹤0.01% 394
2026
Q1 		$164K Buy
16,407
+1,195
+8% +$12.4K ﹤0.01% 365
2025
Q4 		$154K Sell
15,212
-1,444
-9% -$13.7K ﹤0.01% 341
2025
Q3 		$149K Buy
16,656
+502
+3% +$4.83K ﹤0.01% 353
2025
Q2 		$168K Sell
16,154
-2,497
-13% -$26.3K ﹤0.01% 338
2025
Q1 		$192K Sell
18,651
-8,604
-32% -$84.7K 0.01% 326
2024
Q4 		$260K Sell
27,255
-6,541
-19% -$64K 0.01% 271
2024
Q3 		$358K Buy
33,796
+5,020
+17% +$48.5K 0.01% 221
2024
Q2 		$238K Buy
+28,776
New +$241K 0.01% 277

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

Quotient Wealth Partners's HLN Position: Q2 2026 in Review

Quotient Wealth Partners increased its Haleon (HLN) stake by 22% in Q2 2026, buying an estimated $32.8K and bringing the position to 19,935 shares worth $186K. The position accounts for ﹤0.01% of the portfolio, ranked #394.

Quotient Wealth Partners first reported a position in HLN in Q2 2024 and has held it in 9 quarters since. The position peaked at $358K in Q3 2024. 641 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Quotient Wealth Partners held 19,935 shares of Haleon worth $186K as of Q2 2026.
  • Quotient Wealth Partners bought 3,528 Haleon shares in Q2 2026, an estimated $32.8K.
  • Haleon made up ﹤0.01% of Quotient Wealth Partners's portfolio in Q2 2026, its #394 holding.
  • Quotient Wealth Partners first reported a position in Haleon in Q2 2024 and has held it in 9 quarters since.
  • Quotient Wealth Partners's Haleon position peaked at $358K in Q3 2024.
  • 641 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.