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Smartleaf Asset Management’s Haleon HLN Stock Holding History

Smartleaf Asset Management’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 		$315K Hold
33,747
– – 0.01% 674
2026
Q1 		$337K Buy
33,747
+859
+3% +$8.94K 0.01% 629
2025
Q4 		$332K Buy
32,888
+3,439
+12% +$32.7K 0.01% 622
2025
Q3 		$260K Buy
29,449
+1,502
+5% +$14.5K 0.02% 638
2025
Q2 		$290K Buy
27,947
+6,275
+29% +$66.2K 0.03% 493
2025
Q1 		$222K Sell
21,672
-41
-0.2% -$404 0.02% 534
2024
Q4 		$206K Sell
21,713
-7,378
-25% -$72.2K 0.02% 530
2024
Q3 		$310K Buy
29,091
+23,818
+452% +$230K 0.04% 376
2024
Q2 		$44.5K Buy
5,273
+4,013
+318% +$33.5K 0.01% 772
2024
Q1 		$10.7K Buy
+1,260
New +$10.5K ﹤0.01% 1003

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

Smartleaf Asset Management's HLN Position: Q2 2026 in Review

Smartleaf Asset Management held its Haleon (HLN) position steady in Q2 2026 at 33,747 shares worth $315K. The position accounts for 0.01% of the portfolio, ranked #674.

Smartleaf Asset Management first reported a position in HLN in Q1 2024 and has held it in 10 quarters since. The position peaked at $337K in Q1 2026. 639 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Smartleaf Asset Management held 33,747 shares of Haleon worth $315K as of Q2 2026.
  • Smartleaf Asset Management left its Haleon share count unchanged in Q2 2026.
  • Haleon made up 0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #674 holding.
  • Smartleaf Asset Management first reported a position in Haleon in Q1 2024 and has held it in 10 quarters since.
  • Smartleaf Asset Management's Haleon position peaked at $337K in Q1 2026.
  • 639 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.