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Baker Tilly Wealth Management’s Haleon HLN Stock Holding History

Baker Tilly 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 		$703K Buy
75,364
+758
+1% +$7.05K 0.15% 132
2026
Q1 		$747K Sell
74,606
-1,312
-2% -$13.7K 0.18% 115
2025
Q4 		$768K Buy
75,918
+3,206
+4% +$30.5K 0.19% 115
2025
Q3 		$652K Buy
72,712
+6,770
+10% +$65.2K 0.15% 126
2025
Q2 		$684K Sell
65,942
-1,653
-2% -$17.4K 0.24% 92
2025
Q1 		$696K Buy
67,595
+211
+0.3% +$2.08K 0.27% 93
2024
Q4 		$643K Buy
67,384
+8,079
+14% +$79.1K 0.25% 95
2024
Q3 		$627K Buy
59,305
+9,987
+20% +$96.6K 0.28% 92
2024
Q2 		$407K Sell
49,318
-12,550
-20% -$105K 0.17% 148
2024
Q1 		$525K Buy
61,868
+28,879
+88% +$241K 0.1% 240
2023
Q4 		$271K Buy
32,989
+1,905
+6% +$15.7K 0.04% 401
2023
Q3 		$259K Sell
31,084
-11,738
-27% -$97.7K 0.04% 389
2023
Q2 		$359K Sell
42,822
-241
-0.6% -$2.06K 0.04% 423
2023
Q1 		$351K Sell
43,063
-13,976
-25% -$111K 0.04% 419
2022
Q4 		$456K Buy
57,039
+10,238
+22% +$69.7K 0.06% 349
2022
Q3 		$285K Buy
+46,801
New +$303K 0.04% 421

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

Baker Tilly Wealth Management's HLN Position: Q2 2026 in Review

Baker Tilly Wealth Management increased its Haleon (HLN) stake by 1% in Q2 2026, buying an estimated $7.05K and bringing the position to 75,364 shares worth $703K. The position accounts for 0.15% of the portfolio, ranked #132.

Baker Tilly Wealth Management first reported a position in HLN in Q3 2022 and has held it in 16 quarters since. The position peaked at $768K in Q4 2025. 639 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Baker Tilly Wealth Management held 75,364 shares of Haleon worth $703K as of Q2 2026.
  • Baker Tilly Wealth Management bought 758 Haleon shares in Q2 2026, an estimated $7.05K.
  • Haleon made up 0.15% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #132 holding.
  • Baker Tilly Wealth Management first reported a position in Haleon in Q3 2022 and has held it in 16 quarters since.
  • Baker Tilly Wealth Management's Haleon position peaked at $768K in Q4 2025.
  • 639 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.