TI
HLN icon

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
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 $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Tidal Investments's HLN Position: Q1 2026 in Review

Tidal Investments reduced its Haleon (HLN) stake by 18% in Q1 2026, selling an estimated $2.75M and leaving 1,169,469 shares worth $11.7M. The position accounts for 0.02% of the portfolio, ranked #508.

Tidal Investments first reported a position in HLN in Q2 2023 and has held it in 6 quarters since. The position peaked at $14.5M in Q4 2025. 619 funds tracked by Wall St. Rank hold HLN as of Q1 2026.

  • Tidal Investments held 1,169,469 shares of Haleon worth $11.7M as of Q1 2026.
  • Tidal Investments sold 264,639 Haleon shares in Q1 2026, an estimated $2.75M.
  • Haleon made up 0.02% of Tidal Investments's portfolio in Q1 2026, its #508 holding.
  • Tidal Investments first reported a position in Haleon in Q2 2023 and has held it in 6 quarters since.
  • Tidal Investments's Haleon position peaked at $14.5M in Q4 2025.
  • 619 funds tracked by Wall St. Rank held Haleon as of Q1 2026.

Based on Tidal Investments's 13F filing for Q1 2026, filed 15 May 2026.