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Union Bancaire Privee’s Haleon HLN Stock Holding History

Union Bancaire Privee’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 		$2.04K Hold
250
– – ﹤0.01% 481
2026
Q1 		$2.18K Hold
250
– – ﹤0.01% 474
2025
Q4 		$2.14K Buy
250
+21
+9% +$200 ﹤0.01% 474
2025
Q3 		$2.02K Hold
229
– – ﹤0.01% 470
2025
Q2 		$2.38K Hold
229
– – ﹤0.01% 481
2025
Q1 		$2.35K Hold
229
– – ﹤0.01% 497
2024
Q4 		$2.18K Buy
+229
New +$2.24K ﹤0.01% 556

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

Union Bancaire Privee's HLN Position: Q2 2026 in Review

Union Bancaire Privee held its Haleon (HLN) position steady in Q2 2026 at 250 shares worth $2.04K. The position accounts for ﹤0.01% of the portfolio, ranked #481.

Union Bancaire Privee first reported a position in HLN in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.38K in Q2 2025. 639 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Union Bancaire Privee held 250 shares of Haleon worth $2.04K as of Q2 2026.
  • Union Bancaire Privee left its Haleon share count unchanged in Q2 2026.
  • Haleon made up ﹤0.01% of Union Bancaire Privee's portfolio in Q2 2026, its #481 holding.
  • Union Bancaire Privee first reported a position in Haleon in Q4 2024 and has held it in 7 quarters since.
  • Union Bancaire Privee's Haleon position peaked at $2.38K in Q2 2025.
  • 639 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Union Bancaire Privee's 13F filing for Q2 2026, filed 16 Jul 2026.