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Sequoia Financial Advisors’s Haleon HLN Stock Holding History

Sequoia Financial 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 		$521K Sell
56,182
-45,880
-45% -$427K ﹤0.01% 1322
2026
Q1 		$1.02M Buy
102,062
+7,105
+7% +$73.9K 0.01% 893
2025
Q4 		$956K Buy
94,957
+1,431
+2% +$13.6K 0.01% 912
2025
Q3 		$836K Sell
93,526
-2,466
-3% -$23.8K 0.01% 877
2025
Q2 		$992K Buy
95,992
+10,581
+12% +$112K 0.01% 692
2025
Q1 		$875K Sell
85,411
-279
-0.3% -$2.75K 0.01% 666
2024
Q4 		$814K Buy
85,690
+2,101
+3% +$20.6K 0.01% 648
2024
Q3 		$881K Buy
83,589
+1,646
+2% +$15.9K 0.01% 579
2024
Q2 		$674K Buy
81,943
+5,623
+7% +$47K 0.01% 593
2024
Q1 		$645K Sell
76,320
-143,228
-65% -$1.2M 0.01% 603
2023
Q4 		$1.8M Buy
219,548
+153,506
+232% +$1.27M 0.02% 377
2023
Q3 		$547K Buy
66,042
+32,734
+98% +$273K 0.01% 494
2023
Q2 		$279K Buy
33,308
+2,139
+7% +$18.3K ﹤0.01% 728
2023
Q1 		$254K Buy
31,169
+3,116
+11% +$24.8K 0.01% 687
2022
Q4 		$224K Buy
+28,053
New +$191K 0.01% 695

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

Sequoia Financial Advisors's HLN Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Haleon (HLN) stake by 45% in Q2 2026, selling an estimated $427K and leaving 56,182 shares worth $521K. The position accounts for ﹤0.01% of the portfolio, ranked #1322.

Sequoia Financial Advisors first reported a position in HLN in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.8M in Q4 2023. 639 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Sequoia Financial Advisors held 56,182 shares of Haleon worth $521K as of Q2 2026.
  • Sequoia Financial Advisors sold 45,880 Haleon shares in Q2 2026, an estimated $427K.
  • Haleon made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1322 holding.
  • Sequoia Financial Advisors first reported a position in Haleon in Q4 2022 and has held it in 15 quarters since.
  • Sequoia Financial Advisors's Haleon position peaked at $1.8M in Q4 2023.
  • 639 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.