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
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 $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

Raymond James Financial's HLN Position: Q1 2026 in Review

Raymond James Financial increased its Haleon (HLN) stake by 3.5% in Q1 2026, buying an estimated $2.21M and bringing the position to 6,264,041 shares worth $62.7M. The position accounts for 0.02% of the portfolio, ranked #736.

Raymond James Financial first reported a position in HLN in Q4 2024 and has held it in 6 quarters since. 622 funds tracked by Wall St. Rank hold HLN as of Q1 2026.

  • Raymond James Financial held 6,264,041 shares of Haleon worth $62.7M as of Q1 2026.
  • Raymond James Financial bought 212,589 Haleon shares in Q1 2026, an estimated $2.21M.
  • Haleon made up 0.02% of Raymond James Financial's portfolio in Q1 2026, its #736 holding.
  • Raymond James Financial first reported a position in Haleon in Q4 2024 and has held it in 6 quarters since.
  • 622 funds tracked by Wall St. Rank held Haleon as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.