SBI Securities
HLN icon

SBI Securities’s Haleon HLN Stock Holding History

SBI Securities’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
Q3 		$335K Sell
37,171
-454
-1% -$4.41K 0.01% 519
2026
Q2 		$351K Buy
37,625
+1,147
+3% +$10.7K 0.01% 507
2026
Q1 		$365K Buy
36,478
+282
+0.8% +$2.93K 0.01% 472
2025
Q4 		$366K Buy
36,196
+14
+0% +$133 0.01% 460
2025
Q3 		$325K Sell
36,182
-567
-2% -$5.46K 0.01% 495
2025
Q2 		$381K Sell
36,749
-924
-2% -$9.7K 0.01% 421
2025
Q1 		$388K Buy
37,673
+658
+2% +$6.48K 0.01% 386
2024
Q4 		$353K Buy
+37,015
New +$362K 0.01% 410

Other funds holding HLN

Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $126B AUM 27.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

SBI Securities's HLN Position: Q3 2026 in Review

SBI Securities reduced its Haleon (HLN) stake by 1.2% in Q3 2026, selling an estimated $4.41K and leaving 37,171 shares worth $335K. The position accounts for 0.01% of the portfolio, ranked #519.

SBI Securities first reported a position in HLN in Q4 2024 and has held it in 8 quarters since. The position peaked at $388K in Q1 2025. 535 funds tracked by Wall St. Rank hold HLN as of Q3 2026.

  • SBI Securities held 37,171 shares of Haleon worth $335K as of Q3 2026.
  • SBI Securities sold 454 Haleon shares in Q3 2026, an estimated $4.41K.
  • Haleon made up 0.01% of SBI Securities's portfolio in Q3 2026, its #519 holding.
  • SBI Securities first reported a position in Haleon in Q4 2024 and has held it in 8 quarters since.
  • SBI Securities's Haleon position peaked at $388K in Q1 2025.
  • 535 funds tracked by Wall St. Rank held Haleon as of Q3 2026.

Based on SBI Securities's 13F filing for Q3 2026, filed 22 Oct 2026.