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Savant Capital’s Haleon HLN Stock Holding History

Savant Capital’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 		$3.77M Buy
391,297
+271,059
+225% +$2.52M 0.01% 463
2026
Q1 		$1.2M Buy
120,238
+7,010
+6% +$72.9K 0.01% 561
2025
Q4 		$1.14M Buy
113,228
+85,646
+311% +$814K 0.01% 551
2025
Q3 		$247K Sell
27,582
-49,383
-64% -$476K ﹤0.01% 1131
2025
Q2 		$798K Buy
76,965
+46,907
+156% +$495K 0.01% 602
2025
Q1 		$309K Buy
30,058
+3,665
+14% +$36.1K ﹤0.01% 832
2024
Q4 		$252K Buy
26,393
+13,142
+99% +$129K ﹤0.01% 1200
2024
Q3 		$140K Buy
+13,251
New +$128K ﹤0.01% 1319
2023
Q4 		– Sell
-14,804
Closed -$123K – 858
2023
Q3 		$123K Buy
14,804
+3,230
+28% +$26.9K ﹤0.01% 776
2023
Q2 		$97K Buy
+11,574
New +$98.8K ﹤0.01% 768

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

Savant Capital's HLN Position: Q2 2026 in Review

Savant Capital increased its Haleon (HLN) stake by 225% in Q2 2026, buying an estimated $2.52M and bringing the position to 391,297 shares worth $3.77M. The position accounts for 0.01% of the portfolio, ranked #463.

Savant Capital first reported a position in HLN in Q2 2023 and has held it in 10 quarters since. 641 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Savant Capital held 391,297 shares of Haleon worth $3.77M as of Q2 2026.
  • Savant Capital bought 271,059 Haleon shares in Q2 2026, an estimated $2.52M.
  • Haleon made up 0.01% of Savant Capital's portfolio in Q2 2026, its #463 holding.
  • Savant Capital first reported a position in Haleon in Q2 2023 and has held it in 10 quarters since.
  • 641 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.