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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
Q3 		$731K Buy
81,243
+5,879
+8% +$57.1K 0.14% 125
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

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 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
GI
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
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Baker Tilly Wealth Management's HLN Position: Q3 2026 in Review

Baker Tilly Wealth Management increased its Haleon (HLN) stake by 7.8% in Q3 2026, buying an estimated $57.1K and bringing the position to 81,243 shares worth $731K. The position accounts for 0.14% of the portfolio, ranked #125.

Baker Tilly Wealth Management first reported a position in HLN in Q3 2022 and has held it in 17 quarters since. The position peaked at $768K in Q4 2025. 25 funds tracked by Wall St. Rank hold HLN as of Q3 2026.

  • Baker Tilly Wealth Management held 81,243 shares of Haleon worth $731K as of Q3 2026.
  • Baker Tilly Wealth Management bought 5,879 Haleon shares in Q3 2026, an estimated $57.1K.
  • Haleon made up 0.14% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #125 holding.
  • Baker Tilly Wealth Management first reported a position in Haleon in Q3 2022 and has held it in 17 quarters since.
  • Baker Tilly Wealth Management's Haleon position peaked at $768K in Q4 2025.
  • 25 funds tracked by Wall St. Rank held Haleon as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.