Rothwell Investment Advisors, LLC’s Haleon HLN Stock Holding History

Rothwell Investment Advisors, 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	$8.56K	Buy	+951	New	+$9.24K	﹤0.01%	802

Other funds holding HLN

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

Douglas Lane & Associates New York $7.46B AUM 24.36% 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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Rothwell Investment Advisors, LLC's HLN Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Haleon (HLN) in Q3 2026: 951 shares worth $8.56K. The stake represents ﹤0.01% of the portfolio and ranks #802 among its holdings.

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

Rothwell Investment Advisors, LLC held 951 shares of Haleon worth $8.56K as of Q3 2026.
Haleon was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Haleon made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #802 holding.
320 funds tracked by Wall St. Rank held Haleon as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.