AWA
HLN icon

Aaron Wealth Advisors’s Haleon HLN Stock Holding History

Aaron Wealth Advisors’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 		$513K Buy
54,977
+8,101
+17% +$75.3K 0.03% 413
2026
Q1 		$469K Buy
46,876
+5,654
+14% +$58.8K 0.03% 406
2025
Q4 		$417K Buy
41,222
+13,922
+51% +$132K 0.02% 487
2025
Q3 		$245K Sell
27,300
-8,623
-24% -$83.1K 0.01% 581
2025
Q2 		$373K Buy
35,923
+3,389
+10% +$35.7K 0.04% 311
2025
Q1 		$335K Sell
32,534
-184
-0.6% -$1.81K 0.04% 303
2024
Q4 		$312K Buy
32,718
+3,344
+11% +$32.7K 0.04% 310
2024
Q3 		$311K Buy
29,374
+5,639
+24% +$54.5K 0.04% 291
2024
Q2 		$196K Buy
23,735
+3,330
+16% +$27.8K 0.03% 317
2024
Q1 		$173K Buy
+20,405
New +$171K 0.02% 304
2023
Q2 		– Sell
-32,058
Closed -$261K – 255
2023
Q1 		$261K Buy
32,058
+752
+2% +$5.99K 0.04% 213
2022
Q4 		$250K Buy
31,306
+11,306
+57% +$76.9K 0.04% 211
2022
Q3 		$122K Buy
+20,000
New +$129K 0.02% 215

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

Aaron Wealth Advisors's HLN Position: Q2 2026 in Review

Aaron Wealth Advisors increased its Haleon (HLN) stake by 17% in Q2 2026, buying an estimated $75.3K and bringing the position to 54,977 shares worth $513K. The position accounts for 0.03% of the portfolio, ranked #413.

Aaron Wealth Advisors first reported a position in HLN in Q3 2022 and has held it in 13 quarters since. 639 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Aaron Wealth Advisors held 54,977 shares of Haleon worth $513K as of Q2 2026.
  • Aaron Wealth Advisors bought 8,101 Haleon shares in Q2 2026, an estimated $75.3K.
  • Haleon made up 0.03% of Aaron Wealth Advisors's portfolio in Q2 2026, its #413 holding.
  • Aaron Wealth Advisors first reported a position in Haleon in Q3 2022 and has held it in 13 quarters since.
  • 639 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.