S
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
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 $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

SimplyRich's HLN Position: Q1 2026 in Review

SimplyRich reduced its Haleon (HLN) stake by 0.89% in Q1 2026, selling an estimated $6.12K and leaving 65,763 shares worth $658K. The position accounts for 0.17% of the portfolio, ranked #115.

SimplyRich first reported a position in HLN in Q4 2023 and has held it in 10 quarters since. The position peaked at $670K in Q4 2025. 619 funds tracked by Wall St. Rank hold HLN as of Q1 2026.

  • SimplyRich held 65,763 shares of Haleon worth $658K as of Q1 2026.
  • SimplyRich sold 588 Haleon shares in Q1 2026, an estimated $6.12K.
  • Haleon made up 0.17% of SimplyRich's portfolio in Q1 2026, its #115 holding.
  • SimplyRich first reported a position in Haleon in Q4 2023 and has held it in 10 quarters since.
  • SimplyRich's Haleon position peaked at $670K in Q4 2025.
  • 619 funds tracked by Wall St. Rank held Haleon as of Q1 2026.

Based on SimplyRich's 13F filing for Q1 2026, filed 1 May 2026.