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Steward Partners Investment Advisory’s Haleon HLN Stock Holding History

Steward Partners Investment Advisory’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 		$413K Sell
41,252
-13,589
-25% -$141K ﹤0.01% 1614
2025
Q4 		$554K Buy
54,841
+12,658
+30% +$120K ﹤0.01% 1366
2025
Q3 		$378K Buy
42,183
+9,270
+28% +$89.3K ﹤0.01% 1527
2025
Q2 		$341K Sell
32,913
-12,831
-28% -$135K ﹤0.01% 1493
2025
Q1 		$471K Buy
45,744
+221
+0.5% +$2.17K ﹤0.01% 1252
2024
Q4 		$434K Buy
45,523
+30,276
+199% +$296K ﹤0.01% 1230
2024
Q3 		$161K Buy
15,247
+384
+3% +$3.71K ﹤0.01% 1636
2024
Q2 		$123K Buy
14,863
+832
+6% +$6.95K ﹤0.01% 1679
2024
Q1 		$119K Sell
14,031
-292
-2% -$2.44K ﹤0.01% 1676
2023
Q4 		$118K Sell
14,323
-654
-4% -$5.39K ﹤0.01% 1609
2023
Q3 		$125K Buy
14,977
+1,585
+12% +$13.2K ﹤0.01% 1475
2023
Q2 		$112K Sell
13,392
-3,521
-21% -$30K ﹤0.01% 1533
2023
Q1 		$138K Sell
16,913
-3,155
-16% -$25.1K ﹤0.01% 1446
2022
Q4 		$161K Sell
20,068
-3,742
-16% -$25.5K ﹤0.01% 1339
2022
Q3 		$145K Buy
+23,810
New +$154K ﹤0.01% 1340

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

Steward Partners Investment Advisory's HLN Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Haleon (HLN) stake by 25% in Q1 2026, selling an estimated $141K and leaving 41,252 shares worth $413K. The position accounts for ﹤0.01% of the portfolio, ranked #1614.

Steward Partners Investment Advisory first reported a position in HLN in Q3 2022 and has held it in 15 quarters since. The position peaked at $554K in Q4 2025. 621 funds tracked by Wall St. Rank hold HLN as of Q1 2026.

  • Steward Partners Investment Advisory held 41,252 shares of Haleon worth $413K as of Q1 2026.
  • Steward Partners Investment Advisory sold 13,589 Haleon shares in Q1 2026, an estimated $141K.
  • Haleon made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1614 holding.
  • Steward Partners Investment Advisory first reported a position in Haleon in Q3 2022 and has held it in 15 quarters since.
  • Steward Partners Investment Advisory's Haleon position peaked at $554K in Q4 2025.
  • 621 funds tracked by Wall St. Rank held Haleon as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.