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Scharf Investments’s Haleon HLN Stock Holding History

Scharf Investments’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 		$4.53M Sell
485,251
-665,499
-58% -$6.19M 0.15% 40
2026
Q1 		$11.5M Buy
1,150,750
+55,016
+5% +$572K 0.36% 34
2025
Q4 		$11.1M Buy
1,095,734
+162,406
+17% +$1.54M 0.3% 35
2025
Q3 		$8.37M Buy
933,328
+441,878
+90% +$4.26M 0.21% 36
2025
Q2 		$5.1M Buy
+491,450
New +$5.18M 0.15% 33

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

Scharf Investments's HLN Position: Q2 2026 in Review

Scharf Investments reduced its Haleon (HLN) stake by 58% in Q2 2026, selling an estimated $6.19M and leaving 485,251 shares worth $4.53M. The position accounts for 0.15% of the portfolio, ranked #40.

Scharf Investments first reported a position in HLN in Q2 2025 and has held it in 5 quarters since. The position peaked at $11.5M in Q1 2026. 641 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Scharf Investments held 485,251 shares of Haleon worth $4.53M as of Q2 2026.
  • Scharf Investments sold 665,499 Haleon shares in Q2 2026, an estimated $6.19M.
  • Haleon made up 0.15% of Scharf Investments's portfolio in Q2 2026, its #40 holding.
  • Scharf Investments first reported a position in Haleon in Q2 2025 and has held it in 5 quarters since.
  • Scharf Investments's Haleon position peaked at $11.5M in Q1 2026.
  • 641 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Scharf Investments's 13F filing for Q2 2026, filed 13 Jul 2026.