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Arkadios Wealth Advisors’s Haleon HLN Stock Holding History

Arkadios Wealth Advisors’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 		$745K Buy
79,806
+1,342
+2% +$12.5K 0.01% 925
2026
Q1 		$785K Buy
78,464
+320
+0.4% +$3.33K 0.01% 902
2025
Q4 		$790K Sell
78,144
-2,640
-3% -$25.1K 0.02% 808
2025
Q3 		$725K Buy
80,784
+3,159
+4% +$30.4K 0.02% 777
2025
Q2 		$805K Buy
77,625
+2,339
+3% +$24.7K 0.02% 653
2025
Q1 		$775K Sell
75,286
-547
-0.7% -$5.38K 0.03% 549
2024
Q4 		$723K Sell
75,833
-26
-0% -$254 0.04% 409
2024
Q3 		$803K Sell
75,859
-1,217
-2% -$11.8K 0.05% 384
2024
Q2 		$637K Buy
77,076
+2,165
+3% +$18.1K 0.04% 401
2024
Q1 		$636K Sell
74,911
-930
-1% -$7.77K 0.05% 333
2023
Q4 		$624K Buy
75,841
+18,343
+32% +$151K 0.05% 317
2023
Q3 		$479K Buy
57,498
+330
+0.6% +$2.75K 0.05% 349
2023
Q2 		$479K Buy
57,168
+629
+1% +$5.37K 0.06% 318
2023
Q1 		$460K Buy
56,539
+1,697
+3% +$13.5K 0.05% 321
2022
Q4 		$439K Buy
54,842
+596
+1% +$4.06K 0.06% 310
2022
Q3 		$330K Buy
+54,246
New +$351K 0.05% 353

Other funds holding HLN

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Arkadios Wealth Advisors's HLN Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Haleon (HLN) stake by 1.7% in Q2 2026, buying an estimated $12.5K and bringing the position to 79,806 shares worth $745K. The position accounts for 0.01% of the portfolio, ranked #925.

Arkadios Wealth Advisors first reported a position in HLN in Q3 2022 and has held it in 16 quarters since. The position peaked at $805K in Q2 2025. 639 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Arkadios Wealth Advisors held 79,806 shares of Haleon worth $745K as of Q2 2026.
  • Arkadios Wealth Advisors bought 1,342 Haleon shares in Q2 2026, an estimated $12.5K.
  • Haleon made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #925 holding.
  • Arkadios Wealth Advisors first reported a position in Haleon in Q3 2022 and has held it in 16 quarters since.
  • Arkadios Wealth Advisors's Haleon position peaked at $805K in Q2 2025.
  • 639 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.