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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
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 $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Savvy Advisors Inc's HLN Position: Q1 2026 in Review

Savvy Advisors Inc opened a new position in Haleon (HLN) in Q1 2026: 12,960 shares worth $130K. The stake represents ﹤0.01% of the portfolio and ranks #1095 among its holdings. This is a return to the name: Savvy Advisors Inc previously reported a position in HLN as recently as Q2 2025.

Savvy Advisors Inc first reported a position in HLN in Q2 2025 and has held it in 2 quarters since. The position peaked at $144K in Q2 2025. 620 funds tracked by Wall St. Rank hold HLN as of Q1 2026.

  • Savvy Advisors Inc held 12,960 shares of Haleon worth $130K as of Q1 2026.
  • Haleon was a new Savvy Advisors Inc position in Q1 2026.
  • Haleon made up ﹤0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #1095 holding.
  • Savvy Advisors Inc first reported a position in Haleon in Q2 2025 and has held it in 2 quarters since.
  • Savvy Advisors Inc's Haleon position peaked at $144K in Q2 2025.
  • 620 funds tracked by Wall St. Rank held Haleon as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.