CCA
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Checchi Capital Advisers’s Haleon HLN Stock Holding History

Checchi Capital Advisers’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 		$126K Sell
13,513
-362
-3% -$3.37K 0.01% 600
2026
Q1 		$139K Sell
13,875
-650
-4% -$6.76K 0.01% 594
2025
Q4 		$147K Sell
14,525
-860
-6% -$8.18K 0.01% 540
2025
Q3 		$138K Buy
15,385
+160
+1% +$1.54K 0.01% 547
2025
Q2 		$158K Buy
15,225
+29
+0.2% +$306 0.01% 566
2025
Q1 		$156K Buy
15,196
+323
+2% +$3.18K 0.01% 569
2024
Q4 		$142K Sell
14,873
-316
-2% -$3.09K 0.01% 551
2024
Q3 		$161K Sell
15,189
-130
-0.8% -$1.26K 0.01% 568
2024
Q2 		$127K Hold
15,319
– – 0.01% 551
2024
Q1 		$130K Sell
15,319
-220
-1% -$1.84K 0.01% 568
2023
Q4 		$128K Sell
15,539
-131
-0.8% -$1.08K 0.01% 542
2023
Q3 		$131K Sell
15,670
-40
-0.3% -$333 0.01% 516
2023
Q2 		$132K Sell
15,710
-82
-0.5% -$700 0.01% 558
2023
Q1 		$129K Sell
15,792
-538
-3% -$4.29K 0.01% 547
2022
Q4 		$131K Sell
16,330
-104
-0.6% -$708 0.01% 527
2022
Q3 		$100K Buy
+16,434
New +$106K 0.01% 536

Other funds holding HLN

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GF
Goodman Financial Houston, Texas $647M AUM 24.17% 1-Year Est. Return
CEI
Clark Estates Inc New York $434M AUM 15% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Checchi Capital Advisers's HLN Position: Q2 2026 in Review

Checchi Capital Advisers reduced its Haleon (HLN) stake by 2.6% in Q2 2026, selling an estimated $3.37K and leaving 13,513 shares worth $126K. The position accounts for 0.01% of the portfolio, ranked #600.

Checchi Capital Advisers first reported a position in HLN in Q3 2022 and has held it in 16 quarters since. The position peaked at $161K in Q3 2024. 357 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Checchi Capital Advisers held 13,513 shares of Haleon worth $126K as of Q2 2026.
  • Checchi Capital Advisers sold 362 Haleon shares in Q2 2026, an estimated $3.37K.
  • Haleon made up 0.01% of Checchi Capital Advisers's portfolio in Q2 2026, its #600 holding.
  • Checchi Capital Advisers first reported a position in Haleon in Q3 2022 and has held it in 16 quarters since.
  • Checchi Capital Advisers's Haleon position peaked at $161K in Q3 2024.
  • 357 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.