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Advisornet Financial’s Haleon HLN Stock Holding History

Advisornet Financial’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 		$56K Buy
6,006
+35
+0.6% +$325 ﹤0.01% 1083
2026
Q1 		$59.8K Sell
5,971
-126
-2% -$1.31K ﹤0.01% 992
2025
Q4 		$61.6K Hold
6,097
– – ﹤0.01% 996
2025
Q3 		$54.7K Buy
6,097
+15
+0.2% +$144 ﹤0.01% 996
2025
Q2 		$63.1K Buy
6,082
+27
+0.4% +$285 ﹤0.01% 918
2025
Q1 		$62.3K Sell
6,055
-166
-3% -$1.63K ﹤0.01% 870
2024
Q4 		$59.3K Sell
6,221
-3,211
-34% -$31.4K 0.01% 833
2024
Q3 		$99.8K Buy
9,432
+3,711
+65% +$35.9K 0.01% 702
2024
Q2 		$47.3K Buy
5,721
+2,773
+94% +$23.2K ﹤0.01% 837
2024
Q1 		$25K Buy
2,948
+2,270
+335% +$19K ﹤0.01% 1010
2023
Q4 		$5.58K Sell
678
-441
-39% -$3.63K ﹤0.01% 1468
2023
Q3 		$9.32K Sell
1,119
-267
-19% -$2.22K ﹤0.01% 1259
2023
Q2 		$11.6K Sell
1,386
-975
-41% -$8.32K ﹤0.01% 1281
2023
Q1 		$19.2K Sell
2,361
-7,211
-75% -$57.5K ﹤0.01% 1089
2022
Q4 		$76.6K Buy
+9,572
New +$65.1K 0.01% 680

Other funds holding HLN

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Advisornet Financial's HLN Position: Q2 2026 in Review

Advisornet Financial increased its Haleon (HLN) stake by 0.59% in Q2 2026, buying an estimated $325 and bringing the position to 6,006 shares worth $56K. The position accounts for ﹤0.01% of the portfolio, ranked #1083.

Advisornet Financial first reported a position in HLN in Q4 2022 and has held it in 15 quarters since. The position peaked at $99.8K in Q3 2024. 145 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Advisornet Financial held 6,006 shares of Haleon worth $56K as of Q2 2026.
  • Advisornet Financial bought 35 Haleon shares in Q2 2026, an estimated $325.
  • Haleon made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1083 holding.
  • Advisornet Financial first reported a position in Haleon in Q4 2022 and has held it in 15 quarters since.
  • Advisornet Financial's Haleon position peaked at $99.8K in Q3 2024.
  • 145 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.