Zions Bancorporation, National Association’s Haleon HLN Stock Holding History

Zions Bancorporation, National Association’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	$8.38K	Sell	898 -72	-7%	-$669	﹤0.01%	957
2026 Q1	$9.71K	Hold	970	–	–	﹤0.01%	876
2025 Q4	$9.81K	Buy	970 +161	+20%	+$1.53K	﹤0.01%	844
2025 Q3	$7.26K	Buy	809 +12	+2%	+$116	﹤0.01%	711
2025 Q2	$8.27K	Hold	797	–	–	﹤0.01%	708
2025 Q1	$8.2K	Buy	+797	New	+$7.84K	﹤0.01%	708

Other funds holding HLN

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Goodman Financial Houston, Texas $647M AUM 24.17% 1-Year Est. Return

CEI

Clark Estates Inc New York $434M AUM 15% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

Zions Bancorporation, National Association's HLN Position: Q2 2026 in Review

Zions Bancorporation, National Association reduced its Haleon (HLN) stake by 7.4% in Q2 2026, selling an estimated $669 and leaving 898 shares worth $8.38K. The position accounts for ﹤0.01% of the portfolio, ranked #957.

Zions Bancorporation, National Association first reported a position in HLN in Q1 2025 and has held it in 6 quarters since. The position peaked at $9.81K in Q4 2025. 324 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

Zions Bancorporation, National Association held 898 shares of Haleon worth $8.38K as of Q2 2026.
Zions Bancorporation, National Association sold 72 Haleon shares in Q2 2026, an estimated $669.
Haleon made up ﹤0.01% of Zions Bancorporation, National Association's portfolio in Q2 2026, its #957 holding.
Zions Bancorporation, National Association first reported a position in Haleon in Q1 2025 and has held it in 6 quarters since.
Zions Bancorporation, National Association's Haleon position peaked at $9.81K in Q4 2025.
324 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Zions Bancorporation, National Association's 13F filing for Q2 2026, filed 31 Jul 2026.