EWM
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Empirical Wealth Management’s Haleon HLN Stock Holding History

Empirical 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
Q2 		$562K Sell
60,240
-1,879
-3% -$17.5K 0.01% 637
2026
Q1 		$622K Buy
62,119
+7,690
+14% +$80K 0.01% 503
2025
Q4 		$550K Buy
54,429
+42,989
+376% +$409K 0.01% 478
2025
Q3 		$103K Buy
+11,440
New +$110K ﹤0.01% 781

Other funds holding HLN

N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Empirical Wealth Management's HLN Position: Q2 2026 in Review

Empirical Wealth Management reduced its Haleon (HLN) stake by 3% in Q2 2026, selling an estimated $17.5K and leaving 60,240 shares worth $562K. The position accounts for 0.01% of the portfolio, ranked #637.

Empirical Wealth Management first reported a position in HLN in Q3 2025 and has held it in 4 quarters since. The position peaked at $622K in Q1 2026. 437 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Empirical Wealth Management held 60,240 shares of Haleon worth $562K as of Q2 2026.
  • Empirical Wealth Management sold 1,879 Haleon shares in Q2 2026, an estimated $17.5K.
  • Haleon made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #637 holding.
  • Empirical Wealth Management first reported a position in Haleon in Q3 2025 and has held it in 4 quarters since.
  • Empirical Wealth Management's Haleon position peaked at $622K in Q1 2026.
  • 437 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.