CPG
HLN icon

Cornerstone Planning Group’s Haleon HLN Stock Holding History

Cornerstone Planning Group’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 		$16.8K Buy
1,704
+251
+17% +$2.33K ﹤0.01% 723
2026
Q1 		$13.3K Sell
1,453
-53
-4% -$551 ﹤0.01% 816
2025
Q4 		$15.5K Sell
1,506
-199
-12% -$1.89K ﹤0.01% 657
2025
Q3 		$15.6K Buy
1,705
+940
+123% +$9.05K ﹤0.01% 653
2025
Q2 		$7.1K Buy
765
+53
+7% +$559 ﹤0.01% 638
2025
Q1 		$7.28K Buy
712
+58
+9% +$571 ﹤0.01% 638
2024
Q4 		$6.26K Buy
654
+151
+30% +$1.48K ﹤0.01% 532
2024
Q3 		$4.98K Buy
503
+33
+7% +$319 ﹤0.01% 569
2024
Q2 		$4.47K Buy
470
+219
+87% +$1.83K ﹤0.01% 602
2024
Q1 		$2.08K Hold
251
– – ﹤0.01% 660
2023
Q4 		$2.07K Hold
251
– – ﹤0.01% 629
2023
Q3 		$2.09K Sell
251
-775
-76% -$6.45K ﹤0.01% 650
2023
Q2 		$8.6K Buy
+1,026
New +$8.76K ﹤0.01% 726
2022
Q4 		$9.66K Buy
+1,226
New +$8.34K ﹤0.01% 665

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
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 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

Cornerstone Planning Group's HLN Position: Q2 2026 in Review

Cornerstone Planning Group increased its Haleon (HLN) stake by 17% in Q2 2026, buying an estimated $2.33K and bringing the position to 1,704 shares worth $16.8K. The position accounts for ﹤0.01% of the portfolio, ranked #723.

Cornerstone Planning Group first reported a position in HLN in Q4 2022 and has held it in 14 quarters since. 387 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Cornerstone Planning Group held 1,704 shares of Haleon worth $16.8K as of Q2 2026.
  • Cornerstone Planning Group bought 251 Haleon shares in Q2 2026, an estimated $2.33K.
  • Haleon made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #723 holding.
  • Cornerstone Planning Group first reported a position in Haleon in Q4 2022 and has held it in 14 quarters since.
  • 387 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.