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Atala Financial’s Haleon HLN Stock Holding History

Atala Financial’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 		$101K Hold
10,871
– – 0.06% 120
2026
Q1 		$109K Hold
10,871
– – 0.07% 116
2025
Q4 		$110K Hold
10,871
– – 0.07% 121
2025
Q3 		$97.5K Hold
10,871
– – 0.06% 127
2025
Q2 		$113K Hold
10,871
– – 0.08% 126
2025
Q1 		$112K Hold
10,871
– – 0.08% 140
2024
Q4 		$104K Buy
+10,871
New +$106K 0.07% 147

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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 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

Atala Financial's HLN Position: Q2 2026 in Review

Atala Financial held its Haleon (HLN) position steady in Q2 2026 at 10,871 shares worth $101K. The position accounts for 0.06% of the portfolio, ranked #120.

Atala Financial first reported a position in HLN in Q4 2024 and has held it in 7 quarters since. The position peaked at $113K in Q2 2025. 157 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Atala Financial held 10,871 shares of Haleon worth $101K as of Q2 2026.
  • Atala Financial left its Haleon share count unchanged in Q2 2026.
  • Haleon made up 0.06% of Atala Financial's portfolio in Q2 2026, its #120 holding.
  • Atala Financial first reported a position in Haleon in Q4 2024 and has held it in 7 quarters since.
  • Atala Financial's Haleon position peaked at $113K in Q2 2025.
  • 157 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Atala Financial's 13F filing for Q2 2026, filed 23 Jul 2026.