Stifel Financial
HLN icon

Stifel Financial’s Haleon HLN Stock Holding History

Stifel Financial’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 		$21.8M Buy
2,181,908
+72,857
+3% +$758K 0.02% 603
2025
Q4 		$21.3M Sell
2,109,051
-17,295
-0.8% -$164K 0.02% 610
2025
Q3 		$19.1M Buy
2,126,346
+135,324
+7% +$1.3M 0.02% 649
2025
Q2 		$20.6M Buy
1,991,022
+28,202
+1% +$297K 0.02% 575
2025
Q1 		$20.2M Sell
1,962,820
-70,478
-3% -$694K 0.02% 553
2024
Q4 		$19.4M Buy
2,033,298
+88,749
+5% +$868K 0.02% 582
2024
Q3 		$20.6M Buy
1,944,549
+234,204
+14% +$2.26M 0.02% 566
2024
Q2 		$14.1M Buy
1,710,345
+87,950
+5% +$735K 0.02% 680
2024
Q1 		$13.8M Buy
1,622,395
+420,186
+35% +$3.51M 0.02% 684
2023
Q4 		$9.89M Buy
1,202,209
+43,958
+4% +$362K 0.01% 775
2023
Q3 		$9.65M Buy
1,158,251
+34,385
+3% +$286K 0.01% 738
2023
Q2 		$9.42M Buy
1,123,866
+202,158
+22% +$1.73M 0.01% 739
2023
Q1 		$7.5M Sell
921,708
-94,849
-9% -$756K 0.01% 805
2022
Q4 		$8.13M Buy
1,016,557
+3,093
+0.3% +$21K 0.01% 749
2022
Q3 		$6.17M Buy
+1,013,464
New +$6.56M 0.01% 843

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

Stifel Financial's HLN Position: Q1 2026 in Review

Stifel Financial increased its Haleon (HLN) stake by 3.5% in Q1 2026, buying an estimated $758K and bringing the position to 2,181,908 shares worth $21.8M. The position accounts for 0.02% of the portfolio, ranked #603.

Stifel Financial first reported a position in HLN in Q3 2022 and has held it in 15 quarters since. 620 funds tracked by Wall St. Rank hold HLN as of Q1 2026.

  • Stifel Financial held 2,181,908 shares of Haleon worth $21.8M as of Q1 2026.
  • Stifel Financial bought 72,857 Haleon shares in Q1 2026, an estimated $758K.
  • Haleon made up 0.02% of Stifel Financial's portfolio in Q1 2026, its #603 holding.
  • Stifel Financial first reported a position in Haleon in Q3 2022 and has held it in 15 quarters since.
  • 620 funds tracked by Wall St. Rank held Haleon as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.