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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
Q3 		$107K Sell
11,887
-17
-0.1% -$165 ﹤0.01% 736
2026
Q2 		$111K Sell
11,904
-10
-0.1% -$93 ﹤0.01% 730
2026
Q1 		$119K Sell
11,914
-259
-2% -$2.7K 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

Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Cornerstone Wealth Management's HLN Position: Q3 2026 in Review

Cornerstone Wealth Management reduced its Haleon (HLN) stake by 0.14% in Q3 2026, selling an estimated $165 and leaving 11,887 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #736.

Cornerstone Wealth Management first reported a position in HLN in Q3 2022 and has held it in 16 quarters since. The position peaked at $339K in Q3 2023. 320 funds tracked by Wall St. Rank hold HLN as of Q3 2026.

  • Cornerstone Wealth Management held 11,887 shares of Haleon worth $107K as of Q3 2026.
  • Cornerstone Wealth Management sold 17 Haleon shares in Q3 2026, an estimated $165.
  • Haleon made up ﹤0.01% of Cornerstone Wealth Management's portfolio in Q3 2026, its #736 holding.
  • Cornerstone Wealth Management first reported a position in Haleon in Q3 2022 and has held it in 16 quarters since.
  • Cornerstone Wealth Management's Haleon position peaked at $339K in Q3 2023.
  • 320 funds tracked by Wall St. Rank held Haleon as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.