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Syon Capital’s Haleon HLN Stock Holding History

Syon Capital’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 		$610K Sell
65,427
-9,471
-13% -$88.1K 0.03% 545
2026
Q1 		$750K Sell
74,898
-4,970
-6% -$51.7K 0.04% 406
2025
Q4 		$807K Buy
79,868
+6,767
+9% +$64.3K 0.04% 379
2025
Q3 		$656K Buy
73,101
+2,292
+3% +$22.1K 0.04% 392
2025
Q2 		$734K Buy
70,809
+1,236
+2% +$13K 0.05% 283
2025
Q1 		$716K Buy
69,573
+2,436
+4% +$24K 0.06% 242
2024
Q4 		$640K Sell
67,137
-4,630
-6% -$45.3K 0.06% 229
2024
Q3 		$759K Buy
71,767
+4,772
+7% +$46.1K 0.07% 210
2024
Q2 		$553K Sell
66,995
-2
-0% -$17 0.05% 244
2024
Q1 		$569K Sell
66,997
-714
-1% -$5.97K 0.05% 247
2023
Q4 		$557K Buy
67,711
+16,175
+31% +$133K 0.06% 233
2023
Q3 		$429K Buy
+51,536
New +$429K 0.05% 207

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

Syon Capital's HLN Position: Q2 2026 in Review

Syon Capital reduced its Haleon (HLN) stake by 13% in Q2 2026, selling an estimated $88.1K and leaving 65,427 shares worth $610K. The position accounts for 0.03% of the portfolio, ranked #545.

Syon Capital first reported a position in HLN in Q3 2023 and has held it in 12 quarters since. The position peaked at $807K in Q4 2025. 639 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Syon Capital held 65,427 shares of Haleon worth $610K as of Q2 2026.
  • Syon Capital sold 9,471 Haleon shares in Q2 2026, an estimated $88.1K.
  • Haleon made up 0.03% of Syon Capital's portfolio in Q2 2026, its #545 holding.
  • Syon Capital first reported a position in Haleon in Q3 2023 and has held it in 12 quarters since.
  • Syon Capital's Haleon position peaked at $807K in Q4 2025.
  • 639 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Syon Capital's 13F filing for Q2 2026, filed 14 Aug 2026.