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Washington Trust Advisors’s Haleon HLN Stock Holding History

Washington Trust 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
Q1 		$41.6K Hold
4,155
– – ﹤0.01% 373
2025
Q4 		$42K Hold
4,155
– – ﹤0.01% 367
2025
Q3 		$37.3K Sell
4,155
-72
-2% -$693 ﹤0.01% 381
2025
Q2 		$43.8K Buy
4,227
+80
+2% +$844 ﹤0.01% 335
2025
Q1 		$42.7K Hold
4,147
– – ﹤0.01% 335
2024
Q4 		$39.6K Buy
4,147
+295
+8% +$2.89K ﹤0.01% 347
2024
Q3 		$40.8K Buy
3,852
+41
+1% +$396 ﹤0.01% 348
2024
Q2 		$31.5K Buy
3,811
+387
+11% +$3.23K ﹤0.01% 365
2024
Q1 		$29.1K Buy
3,424
+464
+16% +$3.88K ﹤0.01% 368
2023
Q4 		$24.4K Hold
2,960
– – ﹤0.01% 380
2023
Q3 		$24.7K Buy
2,960
+2,307
+353% +$19.2K ﹤0.01% 371
2023
Q2 		$5.47K Sell
653
-1,226
-65% -$10.5K ﹤0.01% 532
2023
Q1 		$15.3K Hold
1,879
– – ﹤0.01% 449
2022
Q4 		$15K Buy
1,879
+353
+23% +$2.4K ﹤0.01% 455
2022
Q3 		$9K Buy
+1,526
New +$9.88K ﹤0.01% 617

Other funds holding HLN

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Washington Trust Advisors's HLN Position: Q1 2026 in Review

Washington Trust Advisors held its Haleon (HLN) position steady in Q1 2026 at 4,155 shares worth $41.6K. The position accounts for ﹤0.01% of the portfolio, ranked #373.

Washington Trust Advisors first reported a position in HLN in Q3 2022 and has held it in 15 quarters since. The position peaked at $43.8K in Q2 2025. 619 funds tracked by Wall St. Rank hold HLN as of Q1 2026.

  • Washington Trust Advisors held 4,155 shares of Haleon worth $41.6K as of Q1 2026.
  • Washington Trust Advisors left its Haleon share count unchanged in Q1 2026.
  • Haleon made up ﹤0.01% of Washington Trust Advisors's portfolio in Q1 2026, its #373 holding.
  • Washington Trust Advisors first reported a position in Haleon in Q3 2022 and has held it in 15 quarters since.
  • Washington Trust Advisors's Haleon position peaked at $43.8K in Q2 2025.
  • 619 funds tracked by Wall St. Rank held Haleon as of Q1 2026.

Based on Washington Trust Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.