Tepp RIA’s Haleon HLN Stock Holding History

Tepp RIA’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	$110K	Buy	11,751 +261	+2%	+$2.43K	0.07%	49
2026 Q1	$115K	Buy	+11,490	New	+$120K	0.09%	41

Other funds holding HLN

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Tepp RIA's HLN Position: Q2 2026 in Review

Tepp RIA increased its Haleon (HLN) stake by 2.3% in Q2 2026, buying an estimated $2.43K and bringing the position to 11,751 shares worth $110K. The position accounts for 0.07% of the portfolio, ranked #49.

Tepp RIA first reported a position in HLN in Q1 2026 and has held it in 2 quarters since. The position peaked at $115K in Q1 2026. 641 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

Tepp RIA held 11,751 shares of Haleon worth $110K as of Q2 2026.
Tepp RIA bought 261 Haleon shares in Q2 2026, an estimated $2.43K.
Haleon made up 0.07% of Tepp RIA's portfolio in Q2 2026, its #49 holding.
Tepp RIA first reported a position in Haleon in Q1 2026 and has held it in 2 quarters since.
Tepp RIA's Haleon position peaked at $115K in Q1 2026.
641 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Tepp RIA's 13F filing for Q2 2026, filed 28 Jul 2026.