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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
Q2 		$548K Buy
58,722
+3,237
+6% +$30.1K ﹤0.01% 1133
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 $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

Waverly Advisors's HLN Position: Q2 2026 in Review

Waverly Advisors increased its Haleon (HLN) stake by 5.8% in Q2 2026, buying an estimated $30.1K and bringing the position to 58,722 shares worth $548K. The position accounts for ﹤0.01% of the portfolio, ranked #1133.

Waverly Advisors first reported a position in HLN in Q4 2024 and has held it in 7 quarters since. The position peaked at $620K in Q4 2025. 646 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Waverly Advisors held 58,722 shares of Haleon worth $548K as of Q2 2026.
  • Waverly Advisors bought 3,237 Haleon shares in Q2 2026, an estimated $30.1K.
  • Haleon made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1133 holding.
  • Waverly Advisors first reported a position in Haleon in Q4 2024 and has held it in 7 quarters since.
  • Waverly Advisors's Haleon position peaked at $620K in Q4 2025.
  • 646 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.