Sanders Morris Harris’s Haleon HLN Stock Holding History

Sanders Morris Harris’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	–	Sell	-36,000	Closed	-$360K	–	158
2026 Q1	$360K	Buy	+36,000	New	+$375K	0.06%	216
2025 Q4	–	Sell	-16,700	Closed	-$150K	–	147
2025 Q3	$150K	Buy	+16,700	New	+$161K	0.02%	283
2025 Q2	–	Sell	-16,700	Closed	-$170K	–	220
2025 Q1	$170K	Hold	16,700	–	–	0.03%	258
2024 Q4	$159K	Hold	16,700	–	–	0.02%	266
2024 Q3	$177K	Hold	16,700	–	–	0.03%	259
2024 Q2	$138K	Hold	16,700	–	–	0.02%	258
2024 Q1	$142K	Buy	16,700 +700	+4%	+$5.85K	0.03%	245
2023 Q4	$138K	Sell	16,000 -700	-4%	-$5.77K	0.07%	160
2023 Q3	$138K	Hold	16,700	–	–	0.03%	238
2023 Q2	$137K	Buy	+16,700	New	+$143K	0.03%	236

Other funds holding HLN

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sanders Morris Harris's HLN Position: Q2 2026 in Review

Sanders Morris Harris sold out of Haleon (HLN) in Q2 2026, closing a stake of 36,000 shares — an estimated $360K sold.

Sanders Morris Harris first reported a position in HLN in Q2 2023 and held it in 10 quarters. The position peaked at $360K in Q1 2026. 641 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

Sanders Morris Harris reported no remaining Haleon position as of Q2 2026 after selling out during the quarter.
Sanders Morris Harris sold 36,000 Haleon shares in Q2 2026, an estimated $360K.
Sanders Morris Harris first reported a position in Haleon in Q2 2023 and held it in 10 quarters.
Sanders Morris Harris's Haleon position peaked at $360K in Q1 2026.
641 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Sanders Morris Harris's 13F filing for Q2 2026, filed 7 Jul 2026.