Root Financial Partners
HLN icon

Root Financial Partners’s Haleon HLN Stock Holding History

Root Financial 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
Q3 		$24.9K Buy
+2,772
New +$26.9K ﹤0.01% 1439
2026
Q2 		– Sell
-1,663
Closed -$16.6K – 1624
2026
Q1 		$16.6K Sell
1,663
-339
-17% -$3.53K ﹤0.01% 1428
2025
Q4 		$20.2K Buy
2,002
+454
+29% +$4.32K ﹤0.01% 1183
2025
Q3 		$13.9K Buy
+1,548
New +$14.9K ﹤0.01% 1293

Other funds holding HLN

Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $126B AUM 27.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Root Financial Partners's HLN Position: Q3 2026 in Review

Root Financial Partners opened a new position in Haleon (HLN) in Q3 2026: 2,772 shares worth $24.9K. The stake represents ﹤0.01% of the portfolio and ranks #1439 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in HLN as recently as Q1 2026.

Root Financial Partners first reported a position in HLN in Q3 2025 and has held it in 4 quarters since. 535 funds tracked by Wall St. Rank hold HLN as of Q3 2026.

  • Root Financial Partners held 2,772 shares of Haleon worth $24.9K as of Q3 2026.
  • Haleon was a new Root Financial Partners position in Q3 2026.
  • Haleon made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1439 holding.
  • Root Financial Partners first reported a position in Haleon in Q3 2025 and has held it in 4 quarters since.
  • 535 funds tracked by Wall St. Rank held Haleon as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.