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HLN icon

SimplyRich’s Haleon HLN Stock Holding History

SimplyRich’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 		– Sell
-65,763
Closed -$658K – 184
2026
Q1 		$658K Sell
65,763
-588
-0.9% -$6.12K 0.17% 115
2025
Q4 		$670K Buy
66,351
+302
+0.5% +$2.87K 0.18% 108
2025
Q3 		$592K Buy
66,049
+2,783
+4% +$26.8K 0.16% 122
2025
Q2 		$656K Buy
63,266
+733
+1% +$7.73K 0.18% 110
2025
Q1 		$643K Hold
62,533
– – 0.19% 108
2024
Q4 		$596K Sell
62,533
-588
-0.9% -$5.75K 0.17% 117
2024
Q3 		$667K Buy
63,121
+17,602
+39% +$170K 0.19% 109
2024
Q2 		$375K Buy
45,519
+1,301
+3% +$10.9K 0.12% 127
2024
Q1 		$376K Buy
44,218
+769
+2% +$6.43K 0.12% 129
2023
Q4 		$358K Buy
+43,449
New +$358K 0.12% 131

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

SimplyRich's HLN Position: Q2 2026 in Review

SimplyRich sold out of Haleon (HLN) in Q2 2026, closing a stake of 65,763 shares — an estimated $658K sold.

SimplyRich first reported a position in HLN in Q4 2023 and held it in 10 quarters. The position peaked at $670K in Q4 2025. 640 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • SimplyRich reported no remaining Haleon position as of Q2 2026 after selling out during the quarter.
  • SimplyRich sold 65,763 Haleon shares in Q2 2026, an estimated $658K.
  • SimplyRich first reported a position in Haleon in Q4 2023 and held it in 10 quarters.
  • SimplyRich's Haleon position peaked at $670K in Q4 2025.
  • 640 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on SimplyRich's 13F filing for Q2 2026, filed 3 Aug 2026.