Vanguard Personalized Indexing Management’s Haleon HLN Stock Holding History

Vanguard Personalized Indexing Management’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	$1.63M	Sell	174,951 -33,464	-16%	-$311K	0.01%	742
2026 Q1	$2.09M	Buy	208,415 +15,910	+8%	+$166K	0.02%	586
2025 Q4	$1.95M	Buy	192,505 +9,969	+5%	+$94.8K	0.02%	610
2025 Q3	$1.64M	Sell	182,536 -47,199	-21%	-$455K	0.02%	666
2025 Q2	$2.38M	Buy	229,735 +22,129	+11%	+$233K	0.03%	505
2025 Q1	$2.14M	Buy	207,606 +22,532	+12%	+$222K	0.03%	476
2024 Q4	$1.77M	Buy	185,074 +48,201	+35%	+$472K	0.03%	519
2024 Q3	$1.45M	Buy	136,873 +23,576	+21%	+$228K	0.02%	601
2024 Q2	$936K	Buy	113,297 +17,138	+18%	+$143K	0.02%	708
2024 Q1	$816K	Buy	96,159 +2,420	+3%	+$20.2K	0.02%	764
2023 Q4	$771K	Buy	93,739 +5,347	+6%	+$44.1K	0.02%	779
2023 Q3	$736K	Buy	88,392 +9,339	+12%	+$77.8K	0.02%	716
2023 Q2	$662K	Buy	79,053 +5,830	+8%	+$49.8K	0.02%	767
2023 Q1	$598K	Buy	73,223 +2,183	+3%	+$17.4K	0.02%	782
2022 Q4	$568K	Buy	71,040 +10,119	+17%	+$68.9K	0.02%	755
2022 Q3	$371K	Buy	+60,921	New	+$394K	0.02%	891

Other funds holding HLN

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Personalized Indexing Management's HLN Position: Q2 2026 in Review

Vanguard Personalized Indexing Management reduced its Haleon (HLN) stake by 16% in Q2 2026, selling an estimated $311K and leaving 174,951 shares worth $1.63M. The position accounts for 0.01% of the portfolio, ranked #742.

Vanguard Personalized Indexing Management first reported a position in HLN in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.38M in Q2 2025. 638 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

Vanguard Personalized Indexing Management held 174,951 shares of Haleon worth $1.63M as of Q2 2026.
Vanguard Personalized Indexing Management sold 33,464 Haleon shares in Q2 2026, an estimated $311K.
Haleon made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #742 holding.
Vanguard Personalized Indexing Management first reported a position in Haleon in Q3 2022 and has held it in 16 quarters since.
Vanguard Personalized Indexing Management's Haleon position peaked at $2.38M in Q2 2025.
638 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.