YIH
HLN icon

Y-Intercept (HK)’s Haleon HLN Stock Holding History

Y-Intercept (HK)’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 		– Sell
-93,822
Closed -$939K – 1909
2026
Q1 		$939K Buy
+93,822
New +$976K 0.02% 1063
2025
Q3 		– Sell
-32,022
Closed -$332K – 1761
2025
Q2 		$332K Sell
32,022
-40,352
-56% -$426K 0.01% 1333
2025
Q1 		$745K Buy
+72,374
New +$712K 0.05% 527
2024
Q4 		– Sell
-56,752
Closed -$600K – 1390
2024
Q3 		$600K Buy
+56,752
New +$549K 0.04% 692
2024
Q2 		– Sell
-108,629
Closed -$922K – 1598
2024
Q1 		$922K Buy
108,629
+95,703
+740% +$800K 0.07% 422
2023
Q4 		$106K Buy
+12,926
New +$107K 0.01% 1088
2023
Q3 		– Sell
-11,072
Closed -$92.8K – 1265
2023
Q2 		$92.8K Sell
11,072
-51,293
-82% -$438K 0.01% 1114
2023
Q1 		$508K Sell
62,365
-109,914
-64% -$876K 0.06% 523
2022
Q4 		$1.38M Buy
+172,279
New +$1.17M 0.2% 120

Other funds holding HLN

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Y-Intercept (HK)'s HLN Position: Q2 2026 in Review

Y-Intercept (HK) sold out of Haleon (HLN) in Q2 2026, closing a stake of 93,822 shares — an estimated $939K sold.

Y-Intercept (HK) first reported a position in HLN in Q4 2022 and held it in 9 quarters. The position peaked at $1.38M in Q4 2022. 123 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Y-Intercept (HK) reported no remaining Haleon position as of Q2 2026 after selling out during the quarter.
  • Y-Intercept (HK) sold 93,822 Haleon shares in Q2 2026, an estimated $939K.
  • Y-Intercept (HK) first reported a position in Haleon in Q4 2022 and held it in 9 quarters.
  • Y-Intercept (HK)'s Haleon position peaked at $1.38M in Q4 2022.
  • 123 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.