Capital Investment Advisory Services’s Haleon HLN Stock Holding History

Capital 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 Q2	$164K	Buy	+17,603	New	+$164K	0.01%	737

Other funds holding HLN

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

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

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

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

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Capital Investment Advisory Services's HLN Position: Q2 2026 in Review

Capital Investment Advisory Services opened a new position in Haleon (HLN) in Q2 2026: 17,603 shares worth $164K. The stake represents 0.01% of the portfolio and ranks #737 among its holdings.

157 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

Capital Investment Advisory Services held 17,603 shares of Haleon worth $164K as of Q2 2026.
Haleon was a new Capital Investment Advisory Services position in Q2 2026.
Haleon made up 0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #737 holding.
157 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.