Diversify Advisory Services
HLN icon

Diversify Advisory Services’s Haleon HLN Stock Holding History

Diversify Advisory Services’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 		$239K Buy
24,023
+1,711
+8% +$16.6K ﹤0.01% 1165
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

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Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Archford Capital Strategies
Archford Capital Strategies Swansea, Illinois $1.01B AUM 23.17% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Euro Pacific Asset Management
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Baker Tilly Wealth Management
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return

Diversify Advisory Services's HLN Position: Q3 2026 in Review

Diversify Advisory Services increased its Haleon (HLN) stake by 7.7% in Q3 2026, buying an estimated $16.6K and bringing the position to 24,023 shares worth $239K. The position accounts for ﹤0.01% of the portfolio, ranked #1165.

Diversify Advisory Services first reported a position in HLN in Q1 2024 and has held it in 5 quarters since. 110 funds tracked by Wall St. Rank hold HLN as of Q3 2026.

  • Diversify Advisory Services held 24,023 shares of Haleon worth $239K as of Q3 2026.
  • Diversify Advisory Services bought 1,711 Haleon shares in Q3 2026, an estimated $16.6K.
  • Haleon made up ﹤0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #1165 holding.
  • Diversify Advisory Services first reported a position in Haleon in Q1 2024 and has held it in 5 quarters since.
  • 110 funds tracked by Wall St. Rank held Haleon as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.