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TD Private Client Wealth’s Haleon HLN Stock Holding History

TD Private Client Wealth’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 		$229K Buy
24,576
+883
+4% +$8.21K ﹤0.01% 647
2026
Q1 		$237K Sell
23,693
-1,272
-5% -$13.2K ﹤0.01% 615
2025
Q4 		$252K Buy
24,965
+3,505
+16% +$33.3K 0.01% 615
2025
Q3 		$192K Sell
21,460
-5,065
-19% -$48.8K ﹤0.01% 661
2025
Q2 		$275K Sell
26,525
-6,526
-20% -$68.8K 0.01% 573
2025
Q1 		$340K Buy
33,051
+4,588
+16% +$45.2K 0.01% 504
2024
Q4 		$272K Buy
28,463
+2,501
+10% +$24.5K 0.01% 544
2024
Q3 		$275K Sell
25,962
-68
-0.3% -$658 0.01% 551
2024
Q2 		$215K Sell
26,030
-8,751
-25% -$73.1K 0.01% 557
2024
Q1 		$295K Sell
34,781
-530
-2% -$4.43K 0.01% 519
2023
Q4 		$291K Sell
35,311
-1,680
-5% -$13.8K 0.01% 501
2023
Q3 		$308K Buy
36,991
+6,915
+23% +$57.6K 0.01% 479
2023
Q2 		$252K Buy
30,076
+12,147
+68% +$104K 0.01% 529
2023
Q1 		$146K Buy
17,929
+4,305
+32% +$34.3K 0.01% 594
2022
Q4 		$109K Buy
13,624
+12,140
+818% +$82.6K 0.01% 615
2022
Q3 		$9.04K Buy
+1,484
New +$9.61K ﹤0.01% 1010

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

TD Private Client Wealth's HLN Position: Q2 2026 in Review

TD Private Client Wealth increased its Haleon (HLN) stake by 3.7% in Q2 2026, buying an estimated $8.21K and bringing the position to 24,576 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #647.

TD Private Client Wealth first reported a position in HLN in Q3 2022 and has held it in 16 quarters since. The position peaked at $340K in Q1 2025. 641 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • TD Private Client Wealth held 24,576 shares of Haleon worth $229K as of Q2 2026.
  • TD Private Client Wealth bought 883 Haleon shares in Q2 2026, an estimated $8.21K.
  • Haleon made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #647 holding.
  • TD Private Client Wealth first reported a position in Haleon in Q3 2022 and has held it in 16 quarters since.
  • TD Private Client Wealth's Haleon position peaked at $340K in Q1 2025.
  • 641 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.