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Ballew Advisors’s Haleon HLN Stock Holding History

Ballew 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
Q3 		– Sell
-12,413
Closed -$122K – 138
2026
Q2 		$122K Buy
12,413
+2
+0% +$19 0.06% 128
2026
Q1 		$124K Hold
12,411
– – 0.07% 117
2025
Q4 		$122K Hold
12,411
– – 0.07% 119
2025
Q3 		$114K Sell
12,411
-455
-4% -$4.38K 0.06% 121
2025
Q2 		$132K Buy
12,866
+7
+0.1% +$74 0.08% 112
2025
Q1 		$129K Hold
12,859
– – 0.09% 107
2024
Q4 		$117K Hold
12,859
– – 0.07% 102
2024
Q3 		$129K Buy
12,859
+3
+0% +$29 0.09% 103
2024
Q2 		$113K Buy
12,856
+259
+2% +$2.17K 0.07% 100
2024
Q1 		$103K Hold
12,597
– – 0.07% 98
2023
Q4 		$107K Buy
12,597
+3
+0% +$25 0.08% 96
2023
Q3 		$105K Hold
12,594
– – 0.09% 96
2023
Q2 		$102K Hold
12,594
– – 0.07% 108
2023
Q1 		$103K Buy
12,594
+4
+0% +$32 0.08% 104
2022
Q4 		$98.8K Hold
12,590
– – 0.08% 95
2022
Q3 		$75K Buy
+12,590
New +$81.5K 0.07% 92

Other funds holding HLN

Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return
EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Ballew Advisors's HLN Position: Q3 2026 in Review

Ballew Advisors sold out of Haleon (HLN) in Q3 2026, closing a stake of 12,413 shares — an estimated $122K sold.

Ballew Advisors first reported a position in HLN in Q3 2022 and held it in 16 quarters. The position peaked at $132K in Q2 2025. 61 funds tracked by Wall St. Rank hold HLN as of Q3 2026.

  • Ballew Advisors reported no remaining Haleon position as of Q3 2026 after selling out during the quarter.
  • Ballew Advisors sold 12,413 Haleon shares in Q3 2026, an estimated $122K.
  • Ballew Advisors first reported a position in Haleon in Q3 2022 and held it in 16 quarters.
  • Ballew Advisors's Haleon position peaked at $132K in Q2 2025.
  • 61 funds tracked by Wall St. Rank held Haleon as of Q3 2026.

Based on Ballew Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.