BSC
HLN icon

BOLTON SECURITIES CORPORATION’s Haleon HLN Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$147K Sell
16,342
-1,332
-8% -$12.9K 0.01% 998
2026
Q2 		$165K Buy
17,674
+6,863
+63% +$63.8K 0.01% 953
2026
Q1 		$108K Buy
+10,811
New +$112K 0.01% 998
2025
Q3 		$103K Buy
+11,515
New +$111K ﹤0.01% 950
2025
Q1 		$94.5K Buy
+9,186
New +$90.4K 0.01% 892

Other funds holding HLN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's HLN Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION reduced its Haleon (HLN) stake by 7.5% in Q3 2026, selling an estimated $12.9K and leaving 16,342 shares worth $147K. The position accounts for 0.01% of the portfolio, ranked #998.

BOLTON SECURITIES CORPORATION first reported a position in HLN in Q1 2025 and has held it in 5 quarters since. The position peaked at $165K in Q2 2026. 442 funds tracked by Wall St. Rank hold HLN as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 16,342 shares of Haleon worth $147K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION sold 1,332 Haleon shares in Q3 2026, an estimated $12.9K.
  • Haleon made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #998 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Haleon in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's Haleon position peaked at $165K in Q2 2026.
  • 442 funds tracked by Wall St. Rank held Haleon as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.