RF
HLN icon

Rossby Financial’s Haleon HLN Stock Holding History

Rossby 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 		$11K Buy
1,104
+828
+300% +$8.61K ﹤0.01% 1219
2025
Q4 		$2.79K Sell
276
-43
-13% -$409 ﹤0.01% 1278
2025
Q3 		$2.87K Buy
+319
New +$3.07K ﹤0.01% 1077

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

Rossby Financial's HLN Position: Q1 2026 in Review

Rossby Financial increased its Haleon (HLN) stake by 300% in Q1 2026, buying an estimated $8.61K and bringing the position to 1,104 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #1219.

Rossby Financial first reported a position in HLN in Q3 2025 and has held it in 3 quarters since. 620 funds tracked by Wall St. Rank hold HLN as of Q1 2026.

  • Rossby Financial held 1,104 shares of Haleon worth $11K as of Q1 2026.
  • Rossby Financial bought 828 Haleon shares in Q1 2026, an estimated $8.61K.
  • Haleon made up ﹤0.01% of Rossby Financial's portfolio in Q1 2026, its #1219 holding.
  • Rossby Financial first reported a position in Haleon in Q3 2025 and has held it in 3 quarters since.
  • 620 funds tracked by Wall St. Rank held Haleon as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.