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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
Q2 		$42.4K Buy
4,546
+391
+9% +$3.63K ﹤0.01% 394
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 $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

Washington Trust Advisors's HLN Position: Q2 2026 in Review

Washington Trust Advisors increased its Haleon (HLN) stake by 9.4% in Q2 2026, buying an estimated $3.63K and bringing the position to 4,546 shares worth $42.4K. The position accounts for ﹤0.01% of the portfolio, ranked #394.

Washington Trust Advisors first reported a position in HLN in Q3 2022 and has held it in 16 quarters since. The position peaked at $43.8K in Q2 2025. 646 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Washington Trust Advisors held 4,546 shares of Haleon worth $42.4K as of Q2 2026.
  • Washington Trust Advisors bought 391 Haleon shares in Q2 2026, an estimated $3.63K.
  • Haleon made up ﹤0.01% of Washington Trust Advisors's portfolio in Q2 2026, its #394 holding.
  • Washington Trust Advisors first reported a position in Haleon in Q3 2022 and has held it in 16 quarters since.
  • Washington Trust Advisors's Haleon position peaked at $43.8K in Q2 2025.
  • 646 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Washington Trust Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.