EWP
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Elevation Wealth Partners’s Haleon HLN Stock Holding History

Elevation Wealth Partners’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 		$8.32K Hold
924
– – ﹤0.01% 959
2026
Q2 		$8.62K Buy
+924
New +$8.59K ﹤0.01% 853

Other funds holding HLN

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

Elevation Wealth Partners's HLN Position: Q3 2026 in Review

Elevation Wealth Partners held its Haleon (HLN) position steady in Q3 2026 at 924 shares worth $8.32K. The position accounts for ﹤0.01% of the portfolio, ranked #959.

Elevation Wealth Partners first reported a position in HLN in Q2 2026 and has held it in 2 quarters since. The position peaked at $8.62K in Q2 2026. 25 funds tracked by Wall St. Rank hold HLN as of Q3 2026.

  • Elevation Wealth Partners held 924 shares of Haleon worth $8.32K as of Q3 2026.
  • Elevation Wealth Partners left its Haleon share count unchanged in Q3 2026.
  • Haleon made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #959 holding.
  • Elevation Wealth Partners first reported a position in Haleon in Q2 2026 and has held it in 2 quarters since.
  • Elevation Wealth Partners's Haleon position peaked at $8.62K in Q2 2026.
  • 25 funds tracked by Wall St. Rank held Haleon as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.