Yousif Capital Management’s Haleon HLN Stock Holding History

Yousif Capital 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	–	Sell	-45,494	Closed	-$455K	–	1715
2026 Q1	$455K	Hold	45,494	–	–	0.01%	1436
2025 Q4	$461K	Hold	45,494	–	–	0.01%	1451
2025 Q3	$408K	Hold	45,494	–	–	﹤0.01%	1518
2025 Q2	$472K	Buy	45,494 +4,280	+10%	+$45.1K	0.01%	1485
2025 Q1	$424K	Hold	41,214	–	–	﹤0.01%	1512
2024 Q4	$393K	Sell	41,214 -26,500	-39%	-$259K	﹤0.01%	1577
2024 Q3	$716K	Sell	67,714 -5,382	-7%	-$52K	0.01%	1339
2024 Q2	$604K	Sell	73,096 -4,835	-6%	-$40.4K	0.01%	1381
2024 Q1	$662K	Buy	77,931 +900	+1%	+$7.52K	0.01%	1395
2023 Q4	$634K	Hold	77,031	–	–	0.01%	1436
2023 Q3	$642K	Hold	77,031	–	–	0.01%	1366
2023 Q2	$646K	Buy	77,031 +784	+1%	+$6.69K	0.01%	1378
2023 Q1	$621K	Hold	76,247	–	–	0.01%	1383
2022 Q4	$610K	Hold	76,247	–	–	0.01%	1407
2022 Q3	$464K	Buy	+76,247	New	+$493K	0.01%	1548

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

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

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

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

Yousif Capital Management's HLN Position: Q2 2026 in Review

Yousif Capital Management sold out of Haleon (HLN) in Q2 2026, closing a stake of 45,494 shares — an estimated $455K sold.

Yousif Capital Management first reported a position in HLN in Q3 2022 and held it in 15 quarters. The position peaked at $716K in Q3 2024. 123 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

Yousif Capital Management reported no remaining Haleon position as of Q2 2026 after selling out during the quarter.
Yousif Capital Management sold 45,494 Haleon shares in Q2 2026, an estimated $455K.
Yousif Capital Management first reported a position in Haleon in Q3 2022 and held it in 15 quarters.
Yousif Capital Management's Haleon position peaked at $716K in Q3 2024.
123 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.