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Walsh & Associates’s Haleon HLN Stock Holding History

Walsh & Associates’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 		$934 Hold
100
– – ﹤0.01% 227
2026
Q1 		$1K Hold
100
– – ﹤0.01% 218
2025
Q4 		$1.01K Buy
+100
New +$951 ﹤0.01% 220

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

Walsh & Associates's HLN Position: Q2 2026 in Review

Walsh & Associates held its Haleon (HLN) position steady in Q2 2026 at 100 shares worth $934. The position accounts for ﹤0.01% of the portfolio, ranked #227.

Walsh & Associates first reported a position in HLN in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.01K in Q4 2025. 637 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Walsh & Associates held 100 shares of Haleon worth $934 as of Q2 2026.
  • Walsh & Associates left its Haleon share count unchanged in Q2 2026.
  • Haleon made up ﹤0.01% of Walsh & Associates's portfolio in Q2 2026, its #227 holding.
  • Walsh & Associates first reported a position in Haleon in Q4 2025 and has held it in 3 quarters since.
  • Walsh & Associates's Haleon position peaked at $1.01K in Q4 2025.
  • 637 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.