Ritholtz Wealth Management’s Haleon HLN Stock Holding History

Ritholtz Wealth Management’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	$174K	Sell	18,611 -78,458	-81%	-$729K	﹤0.01%	1253
2026 Q1	$972K	Buy	97,069 +52,681	+119%	+$548K	0.02%	557
2025 Q4	$449K	Sell	44,388 -33,899	-43%	-$322K	0.01%	753
2025 Q3	$702K	Buy	78,287 +12,070	+18%	+$116K	0.01%	583
2025 Q2	$687K	Buy	66,217 +20,203	+44%	+$213K	0.02%	545
2025 Q1	$473K	Sell	46,014 -13,200	-22%	-$130K	0.01%	604
2024 Q4	$565K	Buy	59,214 +33,249	+128%	+$325K	0.02%	528
2024 Q3	$275K	Buy	+25,965	New	+$251K	0.01%	721
2022 Q4	–	Sell	-10,039	Closed	-$61K	–	652
2022 Q3	$61K	Buy	+10,039	New	+$65K	﹤0.01%	699

Other funds holding HLN

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ritholtz Wealth Management's HLN Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its Haleon (HLN) stake by 81% in Q2 2026, selling an estimated $729K and leaving 18,611 shares worth $174K. The position accounts for ﹤0.01% of the portfolio, ranked #1253.

Ritholtz Wealth Management first reported a position in HLN in Q3 2022 and has held it in 9 quarters since. The position peaked at $972K in Q1 2026. 639 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

Ritholtz Wealth Management held 18,611 shares of Haleon worth $174K as of Q2 2026.
Ritholtz Wealth Management sold 78,458 Haleon shares in Q2 2026, an estimated $729K.
Haleon made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #1253 holding.
Ritholtz Wealth Management first reported a position in Haleon in Q3 2022 and has held it in 9 quarters since.
Ritholtz Wealth Management's Haleon position peaked at $972K in Q1 2026.
639 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.