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Beacon Investment Advisory Services’s Haleon HLN Stock Holding History

Beacon Investment Advisory Services’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
-229
Closed -$2.14K – 834
2026
Q2 		$2.14K Hold
229
– – ﹤0.01% 747
2026
Q1 		$2.29K Buy
+229
New +$2.38K ﹤0.01% 729

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EPAM
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Wealth Enhancement Advisory Services
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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

Beacon Investment Advisory Services's HLN Position: Q3 2026 in Review

Beacon Investment Advisory Services sold out of Haleon (HLN) in Q3 2026, closing a stake of 229 shares — an estimated $2.14K sold.

Beacon Investment Advisory Services first reported a position in HLN in Q1 2026 and held it in 2 quarters. The position peaked at $2.29K in Q1 2026. 60 funds tracked by Wall St. Rank hold HLN as of Q3 2026.

  • Beacon Investment Advisory Services reported no remaining Haleon position as of Q3 2026 after selling out during the quarter.
  • Beacon Investment Advisory Services sold 229 Haleon shares in Q3 2026, an estimated $2.14K.
  • Beacon Investment Advisory Services first reported a position in Haleon in Q1 2026 and held it in 2 quarters.
  • Beacon Investment Advisory Services's Haleon position peaked at $2.29K in Q1 2026.
  • 60 funds tracked by Wall St. Rank held Haleon as of Q3 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.