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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
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 $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

UMB Bank's HLN Position: Q1 2026 in Review

UMB Bank increased its Haleon (HLN) stake by 4% in Q1 2026, buying an estimated $5.3K and bringing the position to 13,247 shares worth $133K. The position accounts for ﹤0.01% of the portfolio, ranked #848.

UMB Bank first reported a position in HLN in Q4 2022 and has held it in 14 quarters since. The position peaked at $172K in Q2 2025. 619 funds tracked by Wall St. Rank hold HLN as of Q1 2026.

  • UMB Bank held 13,247 shares of Haleon worth $133K as of Q1 2026.
  • UMB Bank bought 509 Haleon shares in Q1 2026, an estimated $5.3K.
  • Haleon made up ﹤0.01% of UMB Bank's portfolio in Q1 2026, its #848 holding.
  • UMB Bank first reported a position in Haleon in Q4 2022 and has held it in 14 quarters since.
  • UMB Bank's Haleon position peaked at $172K in Q2 2025.
  • 619 funds tracked by Wall St. Rank held Haleon as of Q1 2026.

Based on UMB Bank's 13F filing for Q1 2026, filed 11 May 2026.