SW
HLN icon

Simplicity Wealth’s Haleon HLN Stock Holding History

Simplicity Wealth’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 		$275K Sell
29,452
-1,071
-4% -$9.96K 0.01% 871
2026
Q1 		$306K Sell
30,523
-13,608
-31% -$142K 0.02% 585
2025
Q4 		$446K Buy
44,131
+1,267
+3% +$12K 0.03% 461
2025
Q3 		$384K Buy
42,864
+918
+2% +$8.84K 0.02% 505
2025
Q2 		$435K Buy
41,946
+26,464
+171% +$279K 0.02% 487
2025
Q1 		$159K Buy
15,482
+1,135
+8% +$11.2K 0.01% 535
2024
Q4 		$137K Sell
14,347
-1,630
-10% -$15.9K 0.03% 317
2024
Q3 		$169K Sell
15,977
-46
-0.3% -$445 0.02% 482
2024
Q2 		$132K Sell
16,023
-151
-0.9% -$1.26K ﹤0.01% 1153
2024
Q1 		$137K Buy
+16,174
New +$135K ﹤0.01% 1097

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

Simplicity Wealth's HLN Position: Q2 2026 in Review

Simplicity Wealth reduced its Haleon (HLN) stake by 3.5% in Q2 2026, selling an estimated $9.96K and leaving 29,452 shares worth $275K. The position accounts for 0.01% of the portfolio, ranked #871.

Simplicity Wealth first reported a position in HLN in Q1 2024 and has held it in 10 quarters since. The position peaked at $446K in Q4 2025. 641 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Simplicity Wealth held 29,452 shares of Haleon worth $275K as of Q2 2026.
  • Simplicity Wealth sold 1,071 Haleon shares in Q2 2026, an estimated $9.96K.
  • Haleon made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #871 holding.
  • Simplicity Wealth first reported a position in Haleon in Q1 2024 and has held it in 10 quarters since.
  • Simplicity Wealth's Haleon position peaked at $446K in Q4 2025.
  • 641 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.