AWM
HLN icon

Axxcess Wealth Management’s Haleon HLN Stock Holding History

Axxcess 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 		$676K Buy
72,402
+13,294
+22% +$124K 0.01% 629
2026
Q1 		$592K Sell
59,108
-3,802
-6% -$39.6K 0.02% 286
2025
Q4 		$636K Sell
62,910
-3,359
-5% -$31.9K 0.01% 628
2025
Q3 		$594K Buy
66,269
+9,628
+17% +$92.7K 0.01% 577
2025
Q2 		$587K Sell
56,641
-3,558
-6% -$37.5K 0.01% 551
2025
Q1 		$619K Sell
60,199
-6,123
-9% -$60.3K 0.02% 500
2024
Q4 		$633K Buy
66,322
+2,479
+4% +$24.3K 0.02% 496
2024
Q3 		$675K Buy
63,843
+1,450
+2% +$14K 0.02% 487
2024
Q2 		$515K Buy
62,393
+17,569
+39% +$147K 0.01% 517
2024
Q1 		$381K Buy
44,824
+25,988
+138% +$217K 0.01% 603
2023
Q4 		$155K Buy
18,836
+2,156
+13% +$17.8K ﹤0.01% 799
2023
Q3 		$139K Buy
16,680
+1,166
+8% +$9.71K ﹤0.01% 760
2023
Q2 		$130K Sell
15,514
-1,399
-8% -$11.9K 0.01% 568
2023
Q1 		$138K Hold
16,913
– – 0.01% 607
2022
Q4 		$135K Buy
16,913
+3,948
+30% +$26.9K 0.01% 582
2022
Q3 		$79K Buy
+12,965
New +$83.9K 0.01% 526

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

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

Axxcess Wealth Management increased its Haleon (HLN) stake by 22% in Q2 2026, buying an estimated $124K and bringing the position to 72,402 shares worth $676K. The position accounts for 0.01% of the portfolio, ranked #629.

Axxcess Wealth Management first reported a position in HLN in Q3 2022 and has held it in 16 quarters since. 638 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Axxcess Wealth Management held 72,402 shares of Haleon worth $676K as of Q2 2026.
  • Axxcess Wealth Management bought 13,294 Haleon shares in Q2 2026, an estimated $124K.
  • Haleon made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #629 holding.
  • Axxcess Wealth Management first reported a position in Haleon in Q3 2022 and has held it in 16 quarters since.
  • 638 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.