Seed Wealth Management’s Haleon HLN Stock Holding History

Seed Wealth Management’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	$248K	Hold	26,580	–	–	0.16%	85
2026 Q1	$266K	Hold	26,580	–	–	0.18%	79
2025 Q4	$269K	Hold	26,580	–	–	0.19%	82
2025 Q3	$238K	Hold	26,580	–	–	0.16%	95
2025 Q2	$276K	Sell	26,580 -2,150	-7%	-$22.7K	0.21%	116
2025 Q1	$296K	Hold	28,730	–	–	0.24%	105
2024 Q4	$274K	Hold	28,730	–	–	0.22%	111
2024 Q3	$304K	Sell	28,730 -400	-1%	-$3.87K	0.24%	105
2024 Q2	$241K	Buy	29,130 +2,000	+7%	+$16.7K	0.21%	123
2024 Q1	$226K	Sell	27,130 -2,000	-7%	-$16.7K	0.22%	130
2023 Q4	$240K	Hold	29,130	–	–	0.24%	113
2023 Q3	$243K	Hold	29,130	–	–	0.27%	103
2023 Q2	$244K	Hold	29,130	–	–	0.26%	108
2023 Q1	$237K	Hold	29,130	–	–	0.27%	107
2022 Q4	$233K	Buy	+29,130	New	+$198K	0.27%	97

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

Seed Wealth Management's HLN Position: Q2 2026 in Review

Seed Wealth Management held its Haleon (HLN) position steady in Q2 2026 at 26,580 shares worth $248K. The position accounts for 0.16% of the portfolio, ranked #85.

Seed Wealth Management first reported a position in HLN in Q4 2022 and has held it in 15 quarters since. The position peaked at $304K in Q3 2024. 641 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

Seed Wealth Management held 26,580 shares of Haleon worth $248K as of Q2 2026.
Seed Wealth Management left its Haleon share count unchanged in Q2 2026.
Haleon made up 0.16% of Seed Wealth Management's portfolio in Q2 2026, its #85 holding.
Seed Wealth Management first reported a position in Haleon in Q4 2022 and has held it in 15 quarters since.
Seed Wealth Management's Haleon position peaked at $304K in Q3 2024.
641 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Seed Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.