AWM
HLN icon

Apollon Wealth Management’s Haleon HLN Stock Holding History

Apollon Wealth Management’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 		$192K Sell
20,563
-708
-3% -$6.58K ﹤0.01% 1492
2026
Q1 		$213K Buy
21,271
+4,101
+24% +$42.7K ﹤0.01% 1297
2025
Q4 		$174K Sell
17,170
-4,159
-19% -$39.5K ﹤0.01% 1242
2025
Q3 		$191K Sell
21,329
-981
-4% -$9.45K ﹤0.01% 1235
2025
Q2 		$231K Buy
22,310
+588
+3% +$6.2K ﹤0.01% 1114
2025
Q1 		$224K Buy
21,722
+1,111
+5% +$10.9K ﹤0.01% 1064
2024
Q4 		$197K Buy
20,611
+697
+4% +$6.82K ﹤0.01% 1106
2024
Q3 		$211K Sell
19,914
-720
-3% -$6.96K 0.01% 1043
2024
Q2 		$170K Sell
20,634
-5,153
-20% -$43.1K 0.01% 1030
2024
Q1 		$219K Buy
25,787
+8,442
+49% +$70.6K 0.01% 1007
2023
Q4 		$143K Buy
17,345
+5,327
+44% +$43.9K ﹤0.01% 1023
2023
Q3 		$100K Sell
12,018
-304
-2% -$2.53K 0.01% 865
2023
Q2 		$103K Sell
12,322
-1,082
-8% -$9.23K 0.01% 904
2023
Q1 		$109K Buy
13,404
+1,332
+11% +$10.6K 0.01% 823
2022
Q4 		$96.6K Sell
12,072
-131
-1% -$891 0.01% 814
2022
Q3 		$74K Buy
+12,203
New +$79K 0.01% 775

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

Apollon Wealth Management's HLN Position: Q2 2026 in Review

Apollon Wealth Management reduced its Haleon (HLN) stake by 3.3% in Q2 2026, selling an estimated $6.58K and leaving 20,563 shares worth $192K. The position accounts for ﹤0.01% of the portfolio, ranked #1492.

Apollon Wealth Management first reported a position in HLN in Q3 2022 and has held it in 16 quarters since. The position peaked at $231K in Q2 2025. 141 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Apollon Wealth Management held 20,563 shares of Haleon worth $192K as of Q2 2026.
  • Apollon Wealth Management sold 708 Haleon shares in Q2 2026, an estimated $6.58K.
  • Haleon made up ﹤0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #1492 holding.
  • Apollon Wealth Management first reported a position in Haleon in Q3 2022 and has held it in 16 quarters since.
  • Apollon Wealth Management's Haleon position peaked at $231K in Q2 2025.
  • 141 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.