Armstrong Advisory Group’s Haleon HLN Stock Holding History

Armstrong Advisory Group’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 Q3	$4.85K	Hold	962	–	–	﹤0.01%	800
2026 Q2	$5K	Hold	962	–	–	﹤0.01%	794
2026 Q1	$5.38K	Sell	962 -700	-42%	-$7.28K	﹤0.01%	778
2025 Q4	$12.5K	Hold	1,662	–	–	﹤0.01%	643
2025 Q3	$11.1K	Hold	1,662	–	–	﹤0.01%	659
2025 Q2	$12.8K	Hold	1,662	–	–	﹤0.01%	618
2025 Q1	$11.8K	Hold	1,662	–	–	﹤0.01%	596
2024 Q4	$11.8K	Buy	1,662 +120	+8%	+$1.17K	﹤0.01%	596
2024 Q3	$11.9K	Sell	1,542 -73	-5%	-$706	﹤0.01%	572
2024 Q2	$9.82K	Buy	1,615 +631	+64%	+$5.27K	﹤0.01%	589
2024 Q1	$8.1K	Hold	984	–	–	﹤0.01%	595
2023 Q4	$8.1K	Buy	984 +284	+41%	+$2.34K	﹤0.01%	595
2023 Q3	$5.83K	Hold	700	–	–	﹤0.01%	674
2023 Q2	$5.87K	Hold	700	–	–	﹤0.01%	646
2023 Q1	$5.7K	Hold	700	–	–	﹤0.01%	628
2022 Q4	$5.6K	Buy	+700	New	+$4.76K	﹤0.01%	653

Other funds holding HLN

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

BTWM

Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

KFP

Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

Armstrong Advisory Group's HLN Position: Q3 2026 in Review

Armstrong Advisory Group held its Haleon (HLN) position steady in Q3 2026 at 962 shares worth $4.85K. The position accounts for ﹤0.01% of the portfolio, ranked #800.

Armstrong Advisory Group first reported a position in HLN in Q4 2022 and has held it in 16 quarters since. The position peaked at $12.8K in Q2 2025. 25 funds tracked by Wall St. Rank hold HLN as of Q3 2026.

Armstrong Advisory Group held 962 shares of Haleon worth $4.85K as of Q3 2026.
Armstrong Advisory Group left its Haleon share count unchanged in Q3 2026.
Haleon made up ﹤0.01% of Armstrong Advisory Group's portfolio in Q3 2026, its #800 holding.
Armstrong Advisory Group first reported a position in Haleon in Q4 2022 and has held it in 16 quarters since.
Armstrong Advisory Group's Haleon position peaked at $12.8K in Q2 2025.
25 funds tracked by Wall St. Rank held Haleon as of Q3 2026.

Based on Armstrong Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.