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Vision Retirement’s Haleon HLN Stock Holding History

Vision Retirement’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 		$22.6K Buy
2,426
+8
+0.3% +$74 0.01% 332
2026
Q1 		$24.2K Hold
2,418
– – 0.01% 302
2025
Q4 		$24.4K Buy
+2,418
New +$23K 0.01% 307

Other funds holding HLN

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Vision Retirement's HLN Position: Q2 2026 in Review

Vision Retirement increased its Haleon (HLN) stake by 0.33% in Q2 2026, buying an estimated $74 and bringing the position to 2,426 shares worth $22.6K. The position accounts for 0.01% of the portfolio, ranked #332.

Vision Retirement first reported a position in HLN in Q4 2025 and has held it in 3 quarters since. The position peaked at $24.4K in Q4 2025. 610 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Vision Retirement held 2,426 shares of Haleon worth $22.6K as of Q2 2026.
  • Vision Retirement bought 8 Haleon shares in Q2 2026, an estimated $74.
  • Haleon made up 0.01% of Vision Retirement's portfolio in Q2 2026, its #332 holding.
  • Vision Retirement first reported a position in Haleon in Q4 2025 and has held it in 3 quarters since.
  • Vision Retirement's Haleon position peaked at $24.4K in Q4 2025.
  • 610 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.