ACG
HLN icon

Allen Capital Group’s Haleon HLN Stock Holding History

Allen Capital Group’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 		$137K Buy
14,712
+1,084
+8% +$10.1K 0.01% 315
2026
Q1 		$136K Buy
13,628
+1,729
+15% +$18K 0.01% 280
2025
Q4 		$120K Buy
+11,899
New +$113K 0.01% 271

Other funds holding HLN

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
TVPW
Third View Private Wealth Westport, Connecticut $814M AUM
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Allen Capital Group's HLN Position: Q2 2026 in Review

Allen Capital Group increased its Haleon (HLN) stake by 8% in Q2 2026, buying an estimated $10.1K and bringing the position to 14,712 shares worth $137K. The position accounts for 0.01% of the portfolio, ranked #315.

Allen Capital Group first reported a position in HLN in Q4 2025 and has held it in 3 quarters since. 186 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Allen Capital Group held 14,712 shares of Haleon worth $137K as of Q2 2026.
  • Allen Capital Group bought 1,084 Haleon shares in Q2 2026, an estimated $10.1K.
  • Haleon made up 0.01% of Allen Capital Group's portfolio in Q2 2026, its #315 holding.
  • Allen Capital Group first reported a position in Haleon in Q4 2025 and has held it in 3 quarters since.
  • 186 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Allen Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.