Action Point Financial Planning’s Haleon HLN Stock Holding History

Action Point Financial Planning’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	$11.2K	Buy	+1,197	New	+$11.1K	﹤0.01%	1405

Other funds holding HLN

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Action Point Financial Planning's HLN Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Haleon (HLN) in Q2 2026: 1,197 shares worth $11.2K. The stake represents ﹤0.01% of the portfolio and ranks #1405 among its holdings.

638 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

Action Point Financial Planning held 1,197 shares of Haleon worth $11.2K as of Q2 2026.
Haleon was a new Action Point Financial Planning position in Q2 2026.
Haleon made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1405 holding.
638 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.