West Family Investments’s Haleon HLN Stock Holding History

West Family Investments’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	$170K	Buy	18,226 +4,966	+37%	+$46.2K	0.05%	454
2026 Q1	$133K	Sell	13,260 -221	-2%	-$2.3K	0.05%	255
2025 Q4	$136K	Sell	13,481 -568	-4%	-$5.4K	0.03%	339
2025 Q3	$126K	Sell	14,049 -683	-5%	-$6.58K	0.03%	369
2025 Q2	$153K	Sell	14,732 -1,086	-7%	-$11.5K	0.04%	349
2025 Q1	$163K	Buy	15,818 +72	+0.5%	+$709	0.06%	257
2024 Q4	$150K	Buy	15,746 +2,265	+17%	+$22.2K	0.05%	271
2024 Q3	$143K	Buy	+13,481	New	+$130K	0.05%	280
2024 Q2	–	Sell	-10,019	Closed	-$85.1K	–	260
2024 Q1	$85.1K	Buy	+10,019	New	+$83.7K	0.03%	255

Other funds holding HLN

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

West Family Investments's HLN Position: Q2 2026 in Review

West Family Investments increased its Haleon (HLN) stake by 37% in Q2 2026, buying an estimated $46.2K and bringing the position to 18,226 shares worth $170K. The position accounts for 0.05% of the portfolio, ranked #454.

West Family Investments first reported a position in HLN in Q1 2024 and has held it in 9 quarters since. 639 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

West Family Investments held 18,226 shares of Haleon worth $170K as of Q2 2026.
West Family Investments bought 4,966 Haleon shares in Q2 2026, an estimated $46.2K.
Haleon made up 0.05% of West Family Investments's portfolio in Q2 2026, its #454 holding.
West Family Investments first reported a position in Haleon in Q1 2024 and has held it in 9 quarters since.
639 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on West Family Investments's 13F filing for Q2 2026, filed 10 Aug 2026.