UCFA
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United Capital Financial Advisors’s Haleon HLN Stock Holding History

United Capital 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 		$358K Buy
38,318
+596
+2% +$5.54K ﹤0.01% 1290
2026
Q1 		$378K Sell
37,722
-859
-2% -$8.94K ﹤0.01% 1214
2025
Q4 		$390K Buy
38,581
+4,482
+13% +$42.6K ﹤0.01% 1064
2025
Q3 		$306K Sell
34,099
-5,196
-13% -$50K ﹤0.01% 1012
2025
Q2 		$407K Buy
39,295
+2,006
+5% +$21.2K ﹤0.01% 834
2025
Q1 		$384K Sell
37,289
-186
-0.5% -$1.83K ﹤0.01% 820
2024
Q4 		$358K Buy
37,475
+1,266
+3% +$12.4K ﹤0.01% 832
2024
Q3 		$383K Buy
36,209
+867
+2% +$8.38K ﹤0.01% 800
2024
Q2 		$292K Buy
35,342
+2,739
+8% +$22.9K ﹤0.01% 868
2024
Q1 		$277K Sell
32,603
-2,116
-6% -$17.7K ﹤0.01% 907
2023
Q4 		$286K Buy
+34,719
New +$286K ﹤0.01% 892
2023
Q1 		– Sell
-10,783
Closed -$86.3K – 1007
2022
Q4 		$86.3K Sell
10,783
-9,269
-46% -$63.1K ﹤0.01% 1012
2022
Q3 		$122K Buy
+20,052
New +$130K ﹤0.01% 1047

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

United Capital Financial Advisors's HLN Position: Q2 2026 in Review

United Capital Financial Advisors increased its Haleon (HLN) stake by 1.6% in Q2 2026, buying an estimated $5.54K and bringing the position to 38,318 shares worth $358K. The position accounts for ﹤0.01% of the portfolio, ranked #1290.

United Capital Financial Advisors first reported a position in HLN in Q3 2022 and has held it in 13 quarters since. The position peaked at $407K in Q2 2025. 638 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • United Capital Financial Advisors held 38,318 shares of Haleon worth $358K as of Q2 2026.
  • United Capital Financial Advisors bought 596 Haleon shares in Q2 2026, an estimated $5.54K.
  • Haleon made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1290 holding.
  • United Capital Financial Advisors first reported a position in Haleon in Q3 2022 and has held it in 13 quarters since.
  • United Capital Financial Advisors's Haleon position peaked at $407K in Q2 2025.
  • 638 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

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