UB
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UMB Bank’s Haleon HLN Stock Holding History

UMB Bank’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 		$120K Sell
12,835
-412
-3% -$3.83K ﹤0.01% 962
2026
Q1 		$133K Buy
13,247
+509
+4% +$5.3K ﹤0.01% 848
2025
Q4 		$129K Buy
12,738
+311
+3% +$2.96K ﹤0.01% 833
2025
Q3 		$111K Sell
12,427
-4,163
-25% -$40.1K ﹤0.01% 819
2025
Q2 		$172K Buy
16,590
+3,781
+30% +$39.9K ﹤0.01% 630
2025
Q1 		$132K Sell
12,809
-405
-3% -$3.99K ﹤0.01% 677
2024
Q4 		$126K Buy
13,214
+111
+0.8% +$1.09K ﹤0.01% 641
2024
Q3 		$139K Sell
13,103
-1,094
-8% -$10.6K ﹤0.01% 643
2024
Q2 		$117K Buy
14,197
+5,174
+57% +$43.2K ﹤0.01% 654
2024
Q1 		$76.6K Sell
9,023
-55
-0.6% -$460 ﹤0.01% 760
2023
Q4 		$74.7K Sell
9,078
-2,242
-20% -$18.5K ﹤0.01% 761
2023
Q3 		$94.3K Buy
11,320
+4,457
+65% +$37.1K ﹤0.01% 703
2023
Q2 		$57.5K Buy
6,863
+561
+9% +$4.79K ﹤0.01% 813
2023
Q1 		$51.3K Buy
6,302
+644
+11% +$5.13K ﹤0.01% 829
2022
Q4 		$45K Buy
+5,658
New +$38.5K ﹤0.01% 873

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

UMB Bank's HLN Position: Q2 2026 in Review

UMB Bank reduced its Haleon (HLN) stake by 3.1% in Q2 2026, selling an estimated $3.83K and leaving 12,835 shares worth $120K. The position accounts for ﹤0.01% of the portfolio, ranked #962.

UMB Bank first reported a position in HLN in Q4 2022 and has held it in 15 quarters since. The position peaked at $172K in Q2 2025. 641 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • UMB Bank held 12,835 shares of Haleon worth $120K as of Q2 2026.
  • UMB Bank sold 412 Haleon shares in Q2 2026, an estimated $3.83K.
  • Haleon made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #962 holding.
  • UMB Bank first reported a position in Haleon in Q4 2022 and has held it in 15 quarters since.
  • UMB Bank's Haleon position peaked at $172K in Q2 2025.
  • 641 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.