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SageView Advisory Group’s Haleon HLN Stock Holding History

SageView Advisory Group’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
-5,420
Closed -$54.8K – 1376
2025
Q4 		$54.8K Buy
+5,420
New +$51.5K ﹤0.01% 1036
2024
Q3 		– Sell
-14,097
Closed -$116K – 531
2024
Q2 		$116K Buy
+14,097
New +$118K 0.01% 549
2024
Q1 		– Sell
-12,175
Closed -$100K – 610
2023
Q4 		$100K Buy
+12,175
New +$100K ﹤0.01% 626

Other funds holding HLN

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

SageView Advisory Group's HLN Position: Q1 2026 in Review

SageView Advisory Group sold out of Haleon (HLN) in Q1 2026, closing a stake of 5,420 shares — an estimated $54.8K sold.

SageView Advisory Group first reported a position in HLN in Q4 2023 and held it in 3 quarters. The position peaked at $116K in Q2 2024. 626 funds tracked by Wall St. Rank hold HLN as of Q1 2026.

  • SageView Advisory Group reported no remaining Haleon position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 5,420 Haleon shares in Q1 2026, an estimated $54.8K.
  • SageView Advisory Group first reported a position in Haleon in Q4 2023 and held it in 3 quarters.
  • SageView Advisory Group's Haleon position peaked at $116K in Q2 2024.
  • 626 funds tracked by Wall St. Rank held Haleon as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.