Diversify Advisory Services’s Haleon HLN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$222K Buy
+22,312
New +$207K ﹤0.01% 1165
2024
Q4
Sell
-14,121
Closed -$140K 647
2024
Q3
$140K Sell
14,121
-6,415
-31% -$62K 0.01% 616
2024
Q2
$177K Sell
20,536
-2,446
-11% -$20.4K 0.01% 610
2024
Q1
$192K Buy
+22,982
New +$192K 0.01% 614

Other funds holding HLN

Diversify Advisory Services's HLN Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Haleon (HLN) in Q2 2026: 22,312 shares worth $222K. The stake represents ﹤0.01% of the portfolio and ranks #1165 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in HLN as recently as Q3 2024.

Diversify Advisory Services first reported a position in HLN in Q1 2024 and has held it in 4 quarters since. 641 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Diversify Advisory Services held 22,312 shares of Haleon worth $222K as of Q2 2026.
  • Haleon was a new Diversify Advisory Services position in Q2 2026.
  • Haleon made up ﹤0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #1165 holding.
  • Diversify Advisory Services first reported a position in Haleon in Q1 2024 and has held it in 4 quarters since.
  • 641 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.