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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
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 $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

Quotient Wealth Partners's HLN Position: Q1 2026 in Review

Quotient Wealth Partners increased its Haleon (HLN) stake by 7.9% in Q1 2026, buying an estimated $12.4K and bringing the position to 16,407 shares worth $164K. The position accounts for ﹤0.01% of the portfolio, ranked #365.

Quotient Wealth Partners first reported a position in HLN in Q2 2024 and has held it in 8 quarters since. The position peaked at $358K in Q3 2024. 619 funds tracked by Wall St. Rank hold HLN as of Q1 2026.

  • Quotient Wealth Partners held 16,407 shares of Haleon worth $164K as of Q1 2026.
  • Quotient Wealth Partners bought 1,195 Haleon shares in Q1 2026, an estimated $12.4K.
  • Haleon made up ﹤0.01% of Quotient Wealth Partners's portfolio in Q1 2026, its #365 holding.
  • Quotient Wealth Partners first reported a position in Haleon in Q2 2024 and has held it in 8 quarters since.
  • Quotient Wealth Partners's Haleon position peaked at $358K in Q3 2024.
  • 619 funds tracked by Wall St. Rank held Haleon as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.