BFS
HLN icon

Beacon Financial Strategies’s Haleon HLN Stock Holding History

Beacon Financial Strategies’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 		$159K Hold
19,888
– – 0.08% 56
2026
Q1 		$171K Hold
19,888
– – 0.1% 45
2025
Q4 		$173K Hold
19,888
– – 0.1% 45
2025
Q3 		$154K Hold
19,888
– – 0.09% 41
2025
Q2 		$177K Hold
19,888
– – 0.11% 38
2025
Q1 		$176K Hold
19,888
– – 0.12% 38
2024
Q4 		$163K Hold
19,888
– – 0.11% 35
2024
Q3 		$181K Buy
19,888
+13
+0.1% +$126 0.12% 34
2024
Q2 		$141K Buy
+19,875
New +$166K 0.1% 34

Other funds holding HLN

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 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
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
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Beacon Financial Strategies's HLN Position: Q2 2026 in Review

Beacon Financial Strategies held its Haleon (HLN) position steady in Q2 2026 at 19,888 shares worth $159K. The position accounts for 0.08% of the portfolio, ranked #56.

Beacon Financial Strategies first reported a position in HLN in Q2 2024 and has held it in 9 quarters since. The position peaked at $181K in Q3 2024. 71 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Beacon Financial Strategies held 19,888 shares of Haleon worth $159K as of Q2 2026.
  • Beacon Financial Strategies left its Haleon share count unchanged in Q2 2026.
  • Haleon made up 0.08% of Beacon Financial Strategies's portfolio in Q2 2026, its #56 holding.
  • Beacon Financial Strategies first reported a position in Haleon in Q2 2024 and has held it in 9 quarters since.
  • Beacon Financial Strategies's Haleon position peaked at $181K in Q3 2024.
  • 71 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.