AWM
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Abound Wealth Management’s Haleon HLN Stock Holding History

Abound Wealth 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
-262
Closed -$2.62K – 1459
2026
Q1 		$2.62K Buy
262
+236
+908% +$2.46K ﹤0.01% 865
2025
Q4 		$263 Sell
26
-242
-90% -$2.3K ﹤0.01% 1096
2025
Q3 		$2.4K Buy
268
+242
+931% +$2.33K ﹤0.01% 783
2025
Q2 		$270 Sell
26
-26
-50% -$274 ﹤0.01% 949
2025
Q1 		$536 Sell
52
-24
-32% -$236 ﹤0.01% 815
2024
Q4 		$726 Sell
76
-15
-16% -$147 ﹤0.01% 759
2024
Q3 		$963 Hold
91
– – ﹤0.01% 785
2024
Q2 		$752 Sell
91
-295
-76% -$2.47K ﹤0.01% 759
2024
Q1 		$3.28K Buy
386
+295
+324% +$2.47K ﹤0.01% 609
2023
Q4 		$749 Sell
91
-92
-50% -$758 ﹤0.01% 830
2023
Q3 		$1.52K Buy
183
+103
+129% +$858 ﹤0.01% 658
2023
Q2 		$671 Buy
+80
New +$683 ﹤0.01% 780

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

Abound Wealth Management's HLN Position: Q2 2026 in Review

Abound Wealth Management sold out of Haleon (HLN) in Q2 2026, closing a stake of 262 shares — an estimated $2.62K sold.

Abound Wealth Management first reported a position in HLN in Q2 2023 and held it in 12 quarters. The position peaked at $3.28K in Q1 2024. 639 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Abound Wealth Management reported no remaining Haleon position as of Q2 2026 after selling out during the quarter.
  • Abound Wealth Management sold 262 Haleon shares in Q2 2026, an estimated $2.62K.
  • Abound Wealth Management first reported a position in Haleon in Q2 2023 and held it in 12 quarters.
  • Abound Wealth Management's Haleon position peaked at $3.28K in Q1 2024.
  • 639 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.