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Stratos Investment Management’s Haleon HLN Stock Holding History

Stratos 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
Q2 		– Sell
-11,261
Closed -$113K – 393
2026
Q1 		$113K Sell
11,261
-1,064
-9% -$11.1K ﹤0.01% 369
2025
Q4 		$125K Buy
+12,325
New +$117K 0.01% 348
2025
Q3 		– Sell
-12,995
Closed -$135K – 370
2025
Q2 		$135K Buy
+12,995
New +$137K 0.01% 349

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

Stratos Investment Management's HLN Position: Q2 2026 in Review

Stratos Investment Management sold out of Haleon (HLN) in Q2 2026, closing a stake of 11,261 shares — an estimated $113K sold.

Stratos Investment Management first reported a position in HLN in Q2 2025 and held it in 3 quarters. The position peaked at $135K in Q2 2025. 639 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Stratos Investment Management reported no remaining Haleon position as of Q2 2026 after selling out during the quarter.
  • Stratos Investment Management sold 11,261 Haleon shares in Q2 2026, an estimated $113K.
  • Stratos Investment Management first reported a position in Haleon in Q2 2025 and held it in 3 quarters.
  • Stratos Investment Management's Haleon position peaked at $135K in Q2 2025.
  • 639 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Stratos Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.