Cassaday & Co Wealth Management’s Haleon HLN Stock Holding History

Cassaday & Co 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 Q1	$4.14K	Buy	+414	New	+$4.31K	﹤0.01%	1001

Other funds holding HLN

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Cassaday & Co Wealth Management's HLN Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in Haleon (HLN) in Q1 2026: 414 shares worth $4.14K. The stake represents ﹤0.01% of the portfolio and ranks #1001 among its holdings.

619 funds tracked by Wall St. Rank hold HLN as of Q1 2026.

Cassaday & Co Wealth Management held 414 shares of Haleon worth $4.14K as of Q1 2026.
Haleon was a new Cassaday & Co Wealth Management position in Q1 2026.
Haleon made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #1001 holding.
619 funds tracked by Wall St. Rank held Haleon as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.