Carson Wealth (CWM LLC)
HLN icon

Carson Wealth (CWM LLC)’s Haleon HLN Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$223K Buy
22,289
+404
+2% +$4.2K ﹤0.01% 2644
2025
Q4 		$221K Buy
21,885
+220
+1% +$2.09K ﹤0.01% 2487
2025
Q3 		$194K Sell
21,665
-1,229
-5% -$11.8K ﹤0.01% 2467
2025
Q2 		$237K Sell
22,894
-746
-3% -$7.87K ﹤0.01% 2025
2025
Q1 		$243K Sell
23,640
-842
-3% -$8.29K ﹤0.01% 1799
2024
Q4 		$234K Sell
24,482
-496
-2% -$4.85K ﹤0.01% 1725
2024
Q3 		$264K Buy
24,978
+2,996
+14% +$29K ﹤0.01% 1615
2024
Q2 		$182K Buy
21,982
+2,360
+12% +$19.7K ﹤0.01% 1631
2024
Q1 		$167K Buy
19,622
+1,016
+5% +$8.49K ﹤0.01% 1600
2023
Q4 		$153K Buy
18,606
+2,156
+13% +$17.8K ﹤0.01% 1540
2023
Q3 		$137K Buy
16,450
+218
+1% +$1.81K ﹤0.01% 1470
2023
Q2 		$136K Sell
16,232
-790
-5% -$6.74K ﹤0.01% 1412
2023
Q1 		$139K Buy
17,022
+2,389
+16% +$19K ﹤0.01% 1346
2022
Q4 		$117K Sell
14,633
-1,037
-7% -$7.06K ﹤0.01% 1309
2022
Q3 		$95K Buy
+15,670
New +$101K ﹤0.01% 1353

Other funds holding HLN

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Carson Wealth (CWM LLC)'s HLN Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Haleon (HLN) stake by 1.8% in Q1 2026, buying an estimated $4.2K and bringing the position to 22,289 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #2644.

Carson Wealth (CWM LLC) first reported a position in HLN in Q3 2022 and has held it in 15 quarters since. The position peaked at $264K in Q3 2024. 625 funds tracked by Wall St. Rank hold HLN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 22,289 shares of Haleon worth $223K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 404 Haleon shares in Q1 2026, an estimated $4.2K.
  • Haleon made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2644 holding.
  • Carson Wealth (CWM LLC) first reported a position in Haleon in Q3 2022 and has held it in 15 quarters since.
  • Carson Wealth (CWM LLC)'s Haleon position peaked at $264K in Q3 2024.
  • 625 funds tracked by Wall St. Rank held Haleon as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.