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Transamerica Financial Advisors’s Haleon HLN Stock Holding History

Transamerica Financial Advisors’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 		$38.9K Buy
4,174
+1,359
+48% +$12.6K ﹤0.01% 740
2026
Q1 		$28.2K Buy
2,815
+1,757
+166% +$18.3K ﹤0.01% 747
2025
Q4 		$10.7K Buy
1,058
+179
+20% +$1.7K ﹤0.01% 837
2025
Q3 		$7.88K Buy
+879
New +$8.47K ﹤0.01% 775
2024
Q3 		– Sell
-1
Closed -$1K – 618
2024
Q2 		$1K Hold
1
– – ﹤0.01% 454
2024
Q1 		$1K Hold
1
– – ﹤0.01% 499
2023
Q4 		$1K Hold
1
– – ﹤0.01% 479
2023
Q3 		$1K Hold
1
– – ﹤0.01% 506
2023
Q2 		$1K Hold
1
– – ﹤0.01% 477
2023
Q1 		$1K Hold
1
– – ﹤0.01% 464
2022
Q4 		$1K Hold
1
– – ﹤0.01% 522
2022
Q3 		$1K Buy
+1
New +$6 ﹤0.01% 491

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

Transamerica Financial Advisors's HLN Position: Q2 2026 in Review

Transamerica Financial Advisors increased its Haleon (HLN) stake by 48% in Q2 2026, buying an estimated $12.6K and bringing the position to 4,174 shares worth $38.9K. The position accounts for ﹤0.01% of the portfolio, ranked #740.

Transamerica Financial Advisors first reported a position in HLN in Q3 2022 and has held it in 12 quarters since. 638 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Transamerica Financial Advisors held 4,174 shares of Haleon worth $38.9K as of Q2 2026.
  • Transamerica Financial Advisors bought 1,359 Haleon shares in Q2 2026, an estimated $12.6K.
  • Haleon made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #740 holding.
  • Transamerica Financial Advisors first reported a position in Haleon in Q3 2022 and has held it in 12 quarters since.
  • 638 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.