Superior Planning, LLC’s Haleon HLN Stock Holding History

Superior Planning, LLC’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	$95.4K	Buy	+10,601	New	+$103K	0.04%	249

Other funds holding HLN

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Superior Planning, LLC's HLN Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Haleon (HLN) in Q3 2026: 10,601 shares worth $95.4K. The stake represents 0.04% of the portfolio and ranks #249 among its holdings.

442 funds tracked by Wall St. Rank hold HLN as of Q3 2026.

Superior Planning, LLC held 10,601 shares of Haleon worth $95.4K as of Q3 2026.
Haleon was a new Superior Planning, LLC position in Q3 2026.
Haleon made up 0.04% of Superior Planning, LLC's portfolio in Q3 2026, its #249 holding.
442 funds tracked by Wall St. Rank held Haleon as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.