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Stone House Investment Management’s Haleon HLN Stock Holding History

Stone House Investment 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
Q1 		$6.64K Buy
663
+324
+96% +$3.37K ﹤0.01% 412
2025
Q4 		$3.43K Buy
+339
New +$3.22K ﹤0.01% 494

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

Stone House Investment Management's HLN Position: Q1 2026 in Review

Stone House Investment Management increased its Haleon (HLN) stake by 96% in Q1 2026, buying an estimated $3.37K and bringing the position to 663 shares worth $6.64K. The position accounts for ﹤0.01% of the portfolio, ranked #412.

Stone House Investment Management first reported a position in HLN in Q4 2025 and has held it in 2 quarters since. 621 funds tracked by Wall St. Rank hold HLN as of Q1 2026.

  • Stone House Investment Management held 663 shares of Haleon worth $6.64K as of Q1 2026.
  • Stone House Investment Management bought 324 Haleon shares in Q1 2026, an estimated $3.37K.
  • Haleon made up ﹤0.01% of Stone House Investment Management's portfolio in Q1 2026, its #412 holding.
  • Stone House Investment Management first reported a position in Haleon in Q4 2025 and has held it in 2 quarters since.
  • 621 funds tracked by Wall St. Rank held Haleon as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.