SA
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Sanctuary Advisors’s Haleon HLN Stock Holding History

Sanctuary 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
Q2 		$3.17M Buy
340,028
+44,903
+15% +$417K 0.01% 793
2026
Q1 		$2.95M Buy
295,125
+3,496
+1% +$36.4K 0.02% 746
2025
Q4 		$2.95M Buy
291,629
+26,095
+10% +$248K 0.02% 734
2025
Q3 		$2.38M Buy
265,534
+41,298
+18% +$398K 0.01% 799
2025
Q2 		$2.33M Buy
224,236
+1,580
+0.7% +$16.7K 0.01% 778
2025
Q1 		$2.29M Sell
222,656
-17,223
-7% -$170K 0.02% 731
2024
Q4 		$2.3M Sell
239,879
-5,431
-2% -$53.1K 0.01% 801
2024
Q3 		$2.37M Buy
245,310
+49,064
+25% +$474K 0.02% 779
2024
Q2 		$1.66M Buy
+196,246
New +$1.64M 0.01% 912

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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sanctuary Advisors's HLN Position: Q2 2026 in Review

Sanctuary Advisors increased its Haleon (HLN) stake by 15% in Q2 2026, buying an estimated $417K and bringing the position to 340,028 shares worth $3.17M. The position accounts for 0.01% of the portfolio, ranked #793.

Sanctuary Advisors first reported a position in HLN in Q2 2024 and has held it in 9 quarters since. 639 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Sanctuary Advisors held 340,028 shares of Haleon worth $3.17M as of Q2 2026.
  • Sanctuary Advisors bought 44,903 Haleon shares in Q2 2026, an estimated $417K.
  • Haleon made up 0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #793 holding.
  • Sanctuary Advisors first reported a position in Haleon in Q2 2024 and has held it in 9 quarters since.
  • 639 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.