SMA
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Sage Mountain Advisors’s Haleon HLN Stock Holding History

Sage Mountain Advisors’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 		– Sell
-11,409
Closed -$115K – 419
2025
Q4 		$115K Hold
11,409
– – 0.01% 502
2025
Q3 		$102K Buy
11,409
+824
+8% +$7.94K 0.01% 492
2025
Q2 		$110K Sell
10,585
-408
-4% -$4.3K 0.01% 435
2025
Q1 		$113K Sell
10,993
-243
-2% -$2.39K 0.01% 407
2024
Q4 		$107K Sell
11,236
-4,902
-30% -$48K 0.01% 410
2024
Q3 		$171K Buy
16,138
+99
+0.6% +$957 0.01% 395
2024
Q2 		$132K Buy
16,039
+2,628
+20% +$22K 0.01% 355
2024
Q1 		$114K Sell
13,411
-23
-0.2% -$192 0.01% 340
2023
Q4 		$111K Sell
13,434
-134
-1% -$1.1K 0.01% 287
2023
Q3 		$113K Buy
+13,568
New +$113K 0.02% 287

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

Sage Mountain Advisors's HLN Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Haleon (HLN) in Q1 2026, closing a stake of 11,409 shares — an estimated $115K sold.

Sage Mountain Advisors first reported a position in HLN in Q3 2023 and held it in 10 quarters. The position peaked at $171K in Q3 2024. 619 funds tracked by Wall St. Rank hold HLN as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Haleon position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 11,409 Haleon shares in Q1 2026, an estimated $115K.
  • Sage Mountain Advisors first reported a position in Haleon in Q3 2023 and held it in 10 quarters.
  • Sage Mountain Advisors's Haleon position peaked at $171K in Q3 2024.
  • 619 funds tracked by Wall St. Rank held Haleon as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.