Simplex Trading
HLN icon

Simplex Trading’s Haleon HLN Stock Holding History

Simplex Trading’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
Q1 		– Sell
-200
Closed -$2.02K – 9517
2025
Q4 		$2.02K Buy
+200
New +$1.9K ﹤0.01% 7829
2025
Q2 		– Sell
-10,600
Closed -$109K – 9096
2025
Q1 		$109K Sell
10,600
-29,200
-73% -$287K ﹤0.01% 4971
2024
Q4 		$379K Buy
39,800
+38,900
+4,322% +$381K ﹤0.01% 3829
2024
Q3 		$9K Hold
900
– – ﹤0.01% 7249
2024
Q2 		$7K Sell
900
-10,600
-92% -$88.6K ﹤0.01% 7673
2024
Q1 		$97K Buy
11,500
+3,100
+37% +$25.9K ﹤0.01% 5608
2023
Q4 		$69K Sell
8,400
-5,100
-38% -$42K ﹤0.01% 5764
2023
Q3 		$112K Sell
13,500
-400
-3% -$3.33K ﹤0.01% 4978
2023
Q2 		$116K Buy
13,900
+9,800
+239% +$83.6K ﹤0.01% 4889
2023
Q1 		$33K Sell
4,100
-600
-13% -$4.78K ﹤0.01% 6395
2022
Q4 		$37K Sell
4,700
-400
-8% -$2.72K ﹤0.01% 6221
2022
Q3 		$31K Buy
+5,100
New +$33K ﹤0.01% 7022

Other funds holding HLN

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Simplex Trading's HLN Position: Q1 2026 in Review

Simplex Trading increased its Haleon (HLN) stake by 14% in Q1 2026, buying an estimated $11.7K and bringing the position to 8,922 shares worth $89.3K. The position accounts for ﹤0.01% of the portfolio, ranked #5218.

Simplex Trading first reported a position in HLN in Q3 2022 and has held it in 12 quarters since. The position peaked at $1.96M in Q4 2022. 619 funds tracked by Wall St. Rank hold HLN as of Q1 2026.

  • Simplex Trading held 8,922 shares of Haleon worth $89.3K as of Q1 2026.
  • Simplex Trading bought 1,122 Haleon shares in Q1 2026, an estimated $11.7K.
  • Haleon made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #5218 holding.
  • Simplex Trading first reported a position in Haleon in Q3 2022 and has held it in 12 quarters since.
  • Simplex Trading's Haleon position peaked at $1.96M in Q4 2022.
  • 619 funds tracked by Wall St. Rank held Haleon as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.