CWM
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Cornerstone Wealth Management’s Haleon HLN Stock Holding History

Cornerstone 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
Q2 		$111K Sell
11,904
-10
-0.1% -$93 ﹤0.01% 730
2026
Q1 		$119K Sell
11,914
-259
-2% -$2.69K 0.01% 692
2025
Q4 		$123K Sell
12,173
-295
-2% -$2.8K 0.01% 675
2025
Q3 		$112K Sell
12,468
-413
-3% -$3.98K 0.01% 666
2025
Q2 		$134K Sell
12,881
-128
-1% -$1.35K 0.01% 631
2025
Q1 		$134K Sell
13,009
-931
-7% -$9.16K 0.01% 588
2024
Q4 		$133K Sell
13,940
-740
-5% -$7.24K 0.01% 571
2024
Q3 		$155K Sell
14,680
-645
-4% -$6.24K 0.01% 552
2024
Q2 		$127K Sell
15,325
-348
-2% -$2.91K 0.01% 537
2024
Q1 		$133K Sell
15,673
-763
-5% -$6.38K 0.01% 519
2023
Q4 		$135K Sell
16,436
-24,297
-60% -$200K 0.01% 509
2023
Q3 		$339K Buy
40,733
+23,404
+135% +$195K 0.03% 398
2023
Q2 		$145K Sell
17,329
-836
-5% -$7.13K 0.01% 490
2023
Q1 		$148K Buy
+18,165
New +$145K 0.01% 458
2022
Q3 		$113K Buy
+18,529
New +$120K 0.01% 427

Other funds holding HLN

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
TVPW
Third View Private Wealth Westport, Connecticut $814M AUM
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Cornerstone Wealth Management's HLN Position: Q2 2026 in Review

Cornerstone Wealth Management reduced its Haleon (HLN) stake by 0.08% in Q2 2026, selling an estimated $93 and leaving 11,904 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #730.

Cornerstone Wealth Management first reported a position in HLN in Q3 2022 and has held it in 15 quarters since. The position peaked at $339K in Q3 2023. 181 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Cornerstone Wealth Management held 11,904 shares of Haleon worth $111K as of Q2 2026.
  • Cornerstone Wealth Management sold 10 Haleon shares in Q2 2026, an estimated $93.
  • Haleon made up ﹤0.01% of Cornerstone Wealth Management's portfolio in Q2 2026, its #730 holding.
  • Cornerstone Wealth Management first reported a position in Haleon in Q3 2022 and has held it in 15 quarters since.
  • Cornerstone Wealth Management's Haleon position peaked at $339K in Q3 2023.
  • 181 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.