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Archford Capital Strategies’s Haleon HLN Stock Holding History

Archford Capital Strategies’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 		$920K Sell
98,570
-52,425
-35% -$487K 0.09% 180
2026
Q1 		$1.51M Buy
+150,995
New +$1.57M 0.17% 127
2025
Q4 		– Sell
-239,528
Closed -$2.15M – 344
2025
Q3 		$2.15M Buy
+239,528
New +$2.31M 0.26% 93

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

Archford Capital Strategies's HLN Position: Q2 2026 in Review

Archford Capital Strategies reduced its Haleon (HLN) stake by 35% in Q2 2026, selling an estimated $487K and leaving 98,570 shares worth $920K. The position accounts for 0.09% of the portfolio, ranked #180.

Archford Capital Strategies first reported a position in HLN in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.15M in Q3 2025. 220 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Archford Capital Strategies held 98,570 shares of Haleon worth $920K as of Q2 2026.
  • Archford Capital Strategies sold 52,425 Haleon shares in Q2 2026, an estimated $487K.
  • Haleon made up 0.09% of Archford Capital Strategies's portfolio in Q2 2026, its #180 holding.
  • Archford Capital Strategies first reported a position in Haleon in Q3 2025 and has held it in 3 quarters since.
  • Archford Capital Strategies's Haleon position peaked at $2.15M in Q3 2025.
  • 220 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Archford Capital Strategies's 13F filing for Q2 2026, filed 17 Jul 2026.