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Acumen Wealth Advisors’s Haleon HLN Stock Holding History

Acumen 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 		$190K Sell
20,339
-271,024
-93% -$2.52M 0.04% 103
2026
Q1 		$2.92M Sell
291,363
-99,258
-25% -$1.03M 0.78% 35
2025
Q4 		$3.95M Buy
+390,621
New +$3.71M 1.14% 27

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

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

Acumen Wealth Advisors reduced its Haleon (HLN) stake by 93% in Q2 2026, selling an estimated $2.52M and leaving 20,339 shares worth $190K. The position accounts for 0.04% of the portfolio, ranked #103.

Acumen Wealth Advisors first reported a position in HLN in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.95M in Q4 2025. 638 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Acumen Wealth Advisors held 20,339 shares of Haleon worth $190K as of Q2 2026.
  • Acumen Wealth Advisors sold 271,024 Haleon shares in Q2 2026, an estimated $2.52M.
  • Haleon made up 0.04% of Acumen Wealth Advisors's portfolio in Q2 2026, its #103 holding.
  • Acumen Wealth Advisors first reported a position in Haleon in Q4 2025 and has held it in 3 quarters since.
  • Acumen Wealth Advisors's Haleon position peaked at $3.95M in Q4 2025.
  • 638 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.