AWM
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Aprio Wealth Management’s Haleon HLN Stock Holding History

Aprio 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 		– Sell
-12,851
Closed -$129K – 646
2026
Q1 		$129K Buy
+12,851
New +$134K 0.01% 609
2025
Q3 		– Sell
-12,028
Closed -$125K – 447
2025
Q2 		$125K Buy
+12,028
New +$127K 0.01% 398

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
JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.25B AUM 41.83% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 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

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

Aprio Wealth Management sold out of Haleon (HLN) in Q2 2026, closing a stake of 12,851 shares — an estimated $129K sold.

Aprio Wealth Management first reported a position in HLN in Q2 2025 and held it in 2 quarters. The position peaked at $129K in Q1 2026. 246 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Aprio Wealth Management reported no remaining Haleon position as of Q2 2026 after selling out during the quarter.
  • Aprio Wealth Management sold 12,851 Haleon shares in Q2 2026, an estimated $129K.
  • Aprio Wealth Management first reported a position in Haleon in Q2 2025 and held it in 2 quarters.
  • Aprio Wealth Management's Haleon position peaked at $129K in Q1 2026.
  • 246 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.