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Whipplewood Advisors’s Haleon HLN Stock Holding History

Whipplewood 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 		$1.37K Sell
147
-429
-74% -$3.99K ﹤0.01% 492
2026
Q1 		$5.77K Buy
+576
New +$5.99K ﹤0.01% 582
2025
Q3 		– Sell
-1,120
Closed -$11.6K – 687
2025
Q2 		$11.6K Buy
1,120
+268
+31% +$2.83K 0.01% 543
2025
Q1 		$11.7K Sell
852
-201
-19% -$1.98K 0.01% 537
2024
Q4 		$10K Buy
+1,053
New +$10.3K 0.01% 553

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

Whipplewood Advisors's HLN Position: Q2 2026 in Review

Whipplewood Advisors reduced its Haleon (HLN) stake by 74% in Q2 2026, selling an estimated $3.99K and leaving 147 shares worth $1.37K. The position accounts for ﹤0.01% of the portfolio, ranked #492.

Whipplewood Advisors first reported a position in HLN in Q4 2024 and has held it in 5 quarters since. The position peaked at $11.7K in Q1 2025. 639 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Whipplewood Advisors held 147 shares of Haleon worth $1.37K as of Q2 2026.
  • Whipplewood Advisors sold 429 Haleon shares in Q2 2026, an estimated $3.99K.
  • Haleon made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #492 holding.
  • Whipplewood Advisors first reported a position in Haleon in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's Haleon position peaked at $11.7K in Q1 2025.
  • 639 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.