YIM
HLN icon

Yoffe Investment Management’s Haleon HLN Stock Holding History

Yoffe 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 		$159K Hold
17,073
– – 0.18% 111
2026
Q1 		$171K Hold
17,073
– – 0.22% 108
2025
Q4 		$173K Hold
17,073
– – 0.22% 111
2025
Q3 		$153K Hold
17,073
– – 0.2% 112
2025
Q2 		$177K Hold
17,073
– – 0.24% 112
2025
Q1 		$176K Hold
17,073
– – 0.26% 110
2024
Q4 		$163K Buy
+17,073
New +$167K 0.24% 111

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

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

Yoffe Investment Management held its Haleon (HLN) position steady in Q2 2026 at 17,073 shares worth $159K. The position accounts for 0.18% of the portfolio, ranked #111.

Yoffe Investment Management first reported a position in HLN in Q4 2024 and has held it in 7 quarters since. The position peaked at $177K in Q2 2025. 639 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Yoffe Investment Management held 17,073 shares of Haleon worth $159K as of Q2 2026.
  • Yoffe Investment Management left its Haleon share count unchanged in Q2 2026.
  • Haleon made up 0.18% of Yoffe Investment Management's portfolio in Q2 2026, its #111 holding.
  • Yoffe Investment Management first reported a position in Haleon in Q4 2024 and has held it in 7 quarters since.
  • Yoffe Investment Management's Haleon position peaked at $177K in Q2 2025.
  • 639 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Yoffe Investment Management's 13F filing for Q2 2026, filed 10 Jul 2026.