Scarborough Advisors’s Haleon HLN Stock Holding History

Scarborough Advisors’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	–	Sell	-251	Closed	-$2.51K	–	376
2026 Q1	$2.51K	Buy	+251	New	+$2.61K	﹤0.01%	584
2024 Q1	–	Sell	-486	Closed	-$4K	–	513
2023 Q4	$4K	Buy	+486	New	+$4.01K	﹤0.01%	500

Other funds holding HLN

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Scarborough Advisors's HLN Position: Q2 2026 in Review

Scarborough Advisors sold out of Haleon (HLN) in Q2 2026, closing a stake of 251 shares — an estimated $2.51K sold.

Scarborough Advisors first reported a position in HLN in Q4 2023 and held it in 2 quarters. The position peaked at $4K in Q4 2023. 641 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

Scarborough Advisors reported no remaining Haleon position as of Q2 2026 after selling out during the quarter.
Scarborough Advisors sold 251 Haleon shares in Q2 2026, an estimated $2.51K.
Scarborough Advisors first reported a position in Haleon in Q4 2023 and held it in 2 quarters.
Scarborough Advisors's Haleon position peaked at $4K in Q4 2023.
641 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.