BRWA
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B. Riley Wealth Advisors’s Haleon HLN Stock Holding History

B. Riley 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 		$97K Buy
10,400
+323
+3% +$3K 0.01% 837
2026
Q1 		$101K Sell
10,077
-395
-4% -$4.11K 0.01% 782
2025
Q4 		$106K Sell
10,472
-5,920
-36% -$56.3K ﹤0.01% 932
2025
Q3 		$147K Buy
16,392
+304
+2% +$2.93K 0.01% 930
2025
Q2 		$167K Buy
+16,088
New +$170K 0.01% 912
2024
Q4 		$141K Sell
14,755
-2,743
-16% -$26.8K ﹤0.01% 1080
2024
Q3 		$184K Sell
17,498
-2,603
-13% -$25.2K 0.01% 1154
2024
Q2 		$166K Sell
20,101
-9,223
-31% -$77.1K ﹤0.01% 1266
2024
Q1 		$246K Buy
29,324
+5,519
+23% +$46.1K 0.01% 1155
2023
Q4 		$196K Sell
23,805
-5,519
-19% -$45.5K 0.01% 1268
2023
Q3 		$246K Buy
29,324
+609
+2% +$5.07K 0.01% 1155
2023
Q2 		$241K Sell
28,715
-637
-2% -$5.44K 0.01% 1246
2023
Q1 		$241K Sell
29,352
-3,462
-11% -$27.6K 0.01% 1193
2022
Q4 		$263K Sell
32,814
-1,206
-4% -$8.21K 0.01% 1105
2022
Q3 		$209K Buy
+34,020
New +$220K 0.01% 1204

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
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
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

B. Riley Wealth Advisors's HLN Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Haleon (HLN) stake by 3.2% in Q2 2026, buying an estimated $3K and bringing the position to 10,400 shares worth $97K. The position accounts for 0.01% of the portfolio, ranked #837.

B. Riley Wealth Advisors first reported a position in HLN in Q3 2022 and has held it in 15 quarters since. The position peaked at $263K in Q4 2022. 138 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • B. Riley Wealth Advisors held 10,400 shares of Haleon worth $97K as of Q2 2026.
  • B. Riley Wealth Advisors bought 323 Haleon shares in Q2 2026, an estimated $3K.
  • Haleon made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #837 holding.
  • B. Riley Wealth Advisors first reported a position in Haleon in Q3 2022 and has held it in 15 quarters since.
  • B. Riley Wealth Advisors's Haleon position peaked at $263K in Q4 2022.
  • 138 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.