WCM Investment Management
HLN icon

WCM Investment Management’s Haleon HLN Stock Holding History

WCM Investment Management’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 		$24.5M Buy
2,623,246
+898,187
+52% +$8.35M 0.04% 93
2026
Q1 		$17.3M Buy
1,725,059
+711,817
+70% +$7.41M 0.04% 100
2025
Q4 		$10.2M Buy
1,013,242
+526,609
+108% +$5.01M 0.02% 149
2025
Q3 		$4.3M Buy
486,633
+67,192
+16% +$647K 0.01% 172
2025
Q2 		$4.35M Sell
419,441
-3,046
-0.7% -$32.1K 0.01% 163
2025
Q1 		$4.33M Buy
422,487
+108,775
+35% +$1.07M 0.01% 178
2024
Q4 		$2.98M Buy
313,712
+154,947
+98% +$1.52M 0.01% 211
2024
Q3 		$1.69M Buy
158,765
+42,530
+37% +$411K ﹤0.01% 220
2024
Q2 		$980K Buy
116,235
+2,248
+2% +$18.8K ﹤0.01% 214
2024
Q1 		$968K Buy
113,987
+2,317
+2% +$19.4K ﹤0.01% 203
2023
Q4 		$925K Sell
111,670
-2,468
-2% -$20.3K ﹤0.01% 206
2023
Q3 		$951K Sell
114,138
-31,760
-22% -$264K ﹤0.01% 193
2023
Q2 		$1.2M Buy
+145,898
New +$1.25M ﹤0.01% 199

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

WCM Investment Management's HLN Position: Q2 2026 in Review

WCM Investment Management increased its Haleon (HLN) stake by 52% in Q2 2026, buying an estimated $8.35M and bringing the position to 2,623,246 shares worth $24.5M. The position accounts for 0.04% of the portfolio, ranked #93.

WCM Investment Management first reported a position in HLN in Q2 2023 and has held it in 13 quarters since. 638 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • WCM Investment Management held 2,623,246 shares of Haleon worth $24.5M as of Q2 2026.
  • WCM Investment Management bought 898,187 Haleon shares in Q2 2026, an estimated $8.35M.
  • Haleon made up 0.04% of WCM Investment Management's portfolio in Q2 2026, its #93 holding.
  • WCM Investment Management first reported a position in Haleon in Q2 2023 and has held it in 13 quarters since.
  • 638 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on WCM Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.