Westside Investment Management’s Haleon HLN Stock Holding History

Westside 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	$7.63K	Hold	818	–	–	﹤0.01%	1175
2026 Q1	$8.12K	Hold	818	–	–	﹤0.01%	1161
2025 Q4	$8.18K	Hold	818	–	–	﹤0.01%	1135
2025 Q3	$7.37K	Buy	+818	New	+$7.88K	﹤0.01%	1192
2024 Q2	–	Sell	-35	Closed	-$297	–	991
2024 Q1	$297	Hold	35	–	–	﹤0.01%	881
2023 Q4	$288	Hold	35	–	–	﹤0.01%	844
2023 Q3	$292	Hold	35	–	–	﹤0.01%	819
2023 Q2	$293	Hold	35	–	–	﹤0.01%	822
2023 Q1	$285	Hold	35	–	–	﹤0.01%	818
2022 Q4	$0	Hold	35	–	–	﹤0.01%	820
2022 Q3	$0	Buy	+35	New	+$227	﹤0.01%	822

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

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

Westside Investment Management held its Haleon (HLN) position steady in Q2 2026 at 818 shares worth $7.63K. The position accounts for ﹤0.01% of the portfolio, ranked #1175.

Westside Investment Management first reported a position in HLN in Q3 2022 and has held it in 11 quarters since. The position peaked at $8.18K in Q4 2025. 639 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

Westside Investment Management held 818 shares of Haleon worth $7.63K as of Q2 2026.
Westside Investment Management left its Haleon share count unchanged in Q2 2026.
Haleon made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #1175 holding.
Westside Investment Management first reported a position in Haleon in Q3 2022 and has held it in 11 quarters since.
Westside Investment Management's Haleon position peaked at $8.18K in Q4 2025.
639 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.