Beaird Harris Wealth Management’s Haleon HLN Stock Holding History

Beaird Harris 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	$2.63K	Hold	282	–	–	﹤0.01%	504
2026 Q1	$2.82K	Sell	282 -39	-12%	-$406	﹤0.01%	463
2025 Q4	$3.25K	Hold	321	–	–	﹤0.01%	482
2025 Q3	$2.88K	Buy	321 +39	+14%	+$376	﹤0.01%	479
2025 Q2	$2.92K	Buy	282 +152	+117%	+$1.6K	﹤0.01%	460
2025 Q1	$1.34K	Hold	130	–	–	﹤0.01%	475
2024 Q4	$1.24K	Buy	+130	New	+$1.27K	﹤0.01%	473
2024 Q3	–	Sell	-1	Closed	-$6	–	610
2024 Q2	$6	Buy	+1	New	+$8	﹤0.01%	714

Other funds holding HLN

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

ACS

Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return

Beaird Harris Wealth Management's HLN Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Haleon (HLN) position steady in Q2 2026 at 282 shares worth $2.63K. The position accounts for ﹤0.01% of the portfolio, ranked #504.

Beaird Harris Wealth Management first reported a position in HLN in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.25K in Q4 2025. 83 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

Beaird Harris Wealth Management held 282 shares of Haleon worth $2.63K as of Q2 2026.
Beaird Harris Wealth Management left its Haleon share count unchanged in Q2 2026.
Haleon made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #504 holding.
Beaird Harris Wealth Management first reported a position in Haleon in Q2 2024 and has held it in 8 quarters since.
Beaird Harris Wealth Management's Haleon position peaked at $3.25K in Q4 2025.
83 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.