WA
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Waverly Advisors’s Haleon HLN Stock Holding History

Waverly 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 		$555K Sell
55,485
-5,867
-10% -$61K ﹤0.01% 1033
2025
Q4 		$620K Buy
61,352
+28,530
+87% +$271K 0.01% 921
2025
Q3 		$294K Buy
32,822
+1,407
+4% +$13.6K ﹤0.01% 1049
2025
Q2 		$326K Sell
31,415
-145
-0.5% -$1.53K ﹤0.01% 939
2025
Q1 		$325K Buy
31,560
+279
+0.9% +$2.75K ﹤0.01% 902
2024
Q4 		$298K Buy
+31,281
New +$306K ﹤0.01% 824

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

Waverly Advisors's HLN Position: Q1 2026 in Review

Waverly Advisors reduced its Haleon (HLN) stake by 9.6% in Q1 2026, selling an estimated $61K and leaving 55,485 shares worth $555K. The position accounts for ﹤0.01% of the portfolio, ranked #1033.

Waverly Advisors first reported a position in HLN in Q4 2024 and has held it in 6 quarters since. The position peaked at $620K in Q4 2025. 619 funds tracked by Wall St. Rank hold HLN as of Q1 2026.

  • Waverly Advisors held 55,485 shares of Haleon worth $555K as of Q1 2026.
  • Waverly Advisors sold 5,867 Haleon shares in Q1 2026, an estimated $61K.
  • Haleon made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1033 holding.
  • Waverly Advisors first reported a position in Haleon in Q4 2024 and has held it in 6 quarters since.
  • Waverly Advisors's Haleon position peaked at $620K in Q4 2025.
  • 619 funds tracked by Wall St. Rank held Haleon as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.