Raymond James Financial
HLN icon

Raymond James Financial’s Haleon HLN Stock Holding History

Raymond James Financial’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 		$67.9M Buy
7,278,875
+1,014,834
+16% +$9.44M 0.02% 768
2026
Q1 		$62.7M Buy
6,264,041
+212,589
+4% +$2.21M 0.02% 736
2025
Q4 		$61.2M Buy
6,051,452
+1,119,988
+23% +$10.6M 0.02% 723
2025
Q3 		$44.2M Buy
4,931,464
+616,284
+14% +$5.94M 0.01% 873
2025
Q2 		$44.7M Buy
4,315,180
+29,287
+0.7% +$309K 0.02% 823
2025
Q1 		$44.1M Sell
4,285,893
-136,866
-3% -$1.35M 0.02% 790
2024
Q4 		$42.2M Buy
+4,422,759
New +$43.3M 0.02% 826

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

Raymond James Financial's HLN Position: Q2 2026 in Review

Raymond James Financial increased its Haleon (HLN) stake by 16% in Q2 2026, buying an estimated $9.44M and bringing the position to 7,278,875 shares worth $67.9M. The position accounts for 0.02% of the portfolio, ranked #768.

Raymond James Financial first reported a position in HLN in Q4 2024 and has held it in 7 quarters since. 646 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Raymond James Financial held 7,278,875 shares of Haleon worth $67.9M as of Q2 2026.
  • Raymond James Financial bought 1,014,834 Haleon shares in Q2 2026, an estimated $9.44M.
  • Haleon made up 0.02% of Raymond James Financial's portfolio in Q2 2026, its #768 holding.
  • Raymond James Financial first reported a position in Haleon in Q4 2024 and has held it in 7 quarters since.
  • 646 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.