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American Capital Advisory’s Haleon HLN Stock Holding History

American Capital Advisory’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 		$2.04K Buy
219
+163
+291% +$1.51K ﹤0.01% 623
2026
Q1 		$561 Hold
56
– – ﹤0.01% 822
2025
Q4 		$567 Hold
56
– – ﹤0.01% 726
2025
Q3 		$503 Buy
+56
New +$539 ﹤0.01% 700

Other funds holding HLN

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
GF
Goodman Financial Houston, Texas $647M AUM 24.17% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

American Capital Advisory's HLN Position: Q2 2026 in Review

American Capital Advisory increased its Haleon (HLN) stake by 291% in Q2 2026, buying an estimated $1.51K and bringing the position to 219 shares worth $2.04K. The position accounts for ﹤0.01% of the portfolio, ranked #623.

American Capital Advisory first reported a position in HLN in Q3 2025 and has held it in 4 quarters since. 221 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • American Capital Advisory held 219 shares of Haleon worth $2.04K as of Q2 2026.
  • American Capital Advisory bought 163 Haleon shares in Q2 2026, an estimated $1.51K.
  • Haleon made up ﹤0.01% of American Capital Advisory's portfolio in Q2 2026, its #623 holding.
  • American Capital Advisory first reported a position in Haleon in Q3 2025 and has held it in 4 quarters since.
  • 221 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.