TI
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Tidal Investments’s Haleon HLN Stock Holding History

Tidal Investments’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 		$3.64M Sell
390,259
-779,210
-67% -$7.24M 0.01% 1084
2026
Q1 		$11.7M Sell
1,169,469
-264,639
-18% -$2.75M 0.02% 508
2025
Q4 		$14.5M Buy
1,434,108
+121,449
+9% +$1.15M 0.03% 373
2025
Q3 		$11.8M Buy
1,312,659
+414,522
+46% +$3.99M 0.02% 404
2025
Q2 		$9.31M Buy
898,137
+885,262
+6,876% +$9.34M 0.06% 323
2025
Q1 		$132K Buy
+12,875
New +$127K ﹤0.01% 1719
2023
Q3 		– Sell
-10,673
Closed -$91K – 1328
2023
Q2 		$91K Buy
+10,673
New +$91.1K ﹤0.01% 1259

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

Tidal Investments's HLN Position: Q2 2026 in Review

Tidal Investments reduced its Haleon (HLN) stake by 67% in Q2 2026, selling an estimated $7.24M and leaving 390,259 shares worth $3.64M. The position accounts for 0.01% of the portfolio, ranked #1084.

Tidal Investments first reported a position in HLN in Q2 2023 and has held it in 7 quarters since. The position peaked at $14.5M in Q4 2025. 643 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Tidal Investments held 390,259 shares of Haleon worth $3.64M as of Q2 2026.
  • Tidal Investments sold 779,210 Haleon shares in Q2 2026, an estimated $7.24M.
  • Haleon made up 0.01% of Tidal Investments's portfolio in Q2 2026, its #1084 holding.
  • Tidal Investments first reported a position in Haleon in Q2 2023 and has held it in 7 quarters since.
  • Tidal Investments's Haleon position peaked at $14.5M in Q4 2025.
  • 643 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Tidal Investments's 13F filing for Q2 2026, filed 13 Aug 2026.