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Drucker Wealth 3.0’s Haleon HLN Stock Holding History

Drucker Wealth 3.0’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 		$126K Sell
13,520
-2,642
-16% -$24.6K 0.02% 287
2026
Q1 		$162K Buy
16,162
+659
+4% +$6.86K 0.03% 262
2025
Q4 		$157K Buy
+15,503
New +$147K 0.03% 258
2025
Q3 		– Sell
-11,617
Closed -$117K – 258
2025
Q2 		$117K Buy
+11,617
New +$123K 0.02% 221

Other funds holding HLN

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 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
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return

Drucker Wealth 3.0's HLN Position: Q2 2026 in Review

Drucker Wealth 3.0 reduced its Haleon (HLN) stake by 16% in Q2 2026, selling an estimated $24.6K and leaving 13,520 shares worth $126K. The position accounts for 0.02% of the portfolio, ranked #287.

Drucker Wealth 3.0 first reported a position in HLN in Q2 2025 and has held it in 4 quarters since. The position peaked at $162K in Q1 2026. 83 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Drucker Wealth 3.0 held 13,520 shares of Haleon worth $126K as of Q2 2026.
  • Drucker Wealth 3.0 sold 2,642 Haleon shares in Q2 2026, an estimated $24.6K.
  • Haleon made up 0.02% of Drucker Wealth 3.0's portfolio in Q2 2026, its #287 holding.
  • Drucker Wealth 3.0 first reported a position in Haleon in Q2 2025 and has held it in 4 quarters since.
  • Drucker Wealth 3.0's Haleon position peaked at $162K in Q1 2026.
  • 83 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Drucker Wealth 3.0's 13F filing for Q2 2026, filed 13 Jul 2026.