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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
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% -$9.75K 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 $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

SBI Securities's HLN Position: Q2 2026 in Review

SBI Securities increased its Haleon (HLN) stake by 3.1% in Q2 2026, buying an estimated $10.7K and bringing the position to 37,625 shares worth $351K. The position accounts for 0.01% of the portfolio, ranked #507.

SBI Securities first reported a position in HLN in Q4 2024 and has held it in 7 quarters since. The position peaked at $388K in Q1 2025. 641 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • SBI Securities held 37,625 shares of Haleon worth $351K as of Q2 2026.
  • SBI Securities bought 1,147 Haleon shares in Q2 2026, an estimated $10.7K.
  • Haleon made up 0.01% of SBI Securities's portfolio in Q2 2026, its #507 holding.
  • SBI Securities first reported a position in Haleon in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's Haleon position peaked at $388K in Q1 2025.
  • 641 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.