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Savvy Advisors Inc’s Haleon HLN Stock Holding History

Savvy Advisors Inc’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 		$100K Sell
10,719
-2,241
-17% -$20.8K ﹤0.01% 1229
2026
Q1 		$130K Buy
+12,960
New +$135K ﹤0.01% 1095
2025
Q3 		– Sell
-13,885
Closed -$144K – 837
2025
Q2 		$144K Buy
+13,885
New +$146K 0.01% 628

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

Savvy Advisors Inc's HLN Position: Q2 2026 in Review

Savvy Advisors Inc reduced its Haleon (HLN) stake by 17% in Q2 2026, selling an estimated $20.8K and leaving 10,719 shares worth $100K. The position accounts for ﹤0.01% of the portfolio, ranked #1229.

Savvy Advisors Inc first reported a position in HLN in Q2 2025 and has held it in 3 quarters since. The position peaked at $144K in Q2 2025. 641 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Savvy Advisors Inc held 10,719 shares of Haleon worth $100K as of Q2 2026.
  • Savvy Advisors Inc sold 2,241 Haleon shares in Q2 2026, an estimated $20.8K.
  • Haleon made up ﹤0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #1229 holding.
  • Savvy Advisors Inc first reported a position in Haleon in Q2 2025 and has held it in 3 quarters since.
  • Savvy Advisors Inc's Haleon position peaked at $144K in Q2 2025.
  • 641 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.