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Essential Partners’s Haleon HLN Stock Holding History

Essential 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 		$9 Hold
1
– – ﹤0.01% 2836
2026
Q2 		$9 Hold
1
– – ﹤0.01% 2848
2026
Q1 		$10 Hold
1
– – ﹤0.01% 2839
2025
Q4 		$10 Hold
1
– – ﹤0.01% 2751
2025
Q3 		$9 Hold
1
– – ﹤0.01% 2660
2025
Q2 		$10 Buy
+1
New +$11 ﹤0.01% 2250

Other funds holding HLN

Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 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
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return
EPAM
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
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
AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Essential Partners's HLN Position: Q3 2026 in Review

Essential Partners held its Haleon (HLN) position steady in Q3 2026 at 1 share worth $9. The position accounts for ﹤0.01% of the portfolio, ranked #2836.

Essential Partners first reported a position in HLN in Q2 2025 and has held it in 6 quarters since. The position peaked at $10 in Q1 2026. 64 funds tracked by Wall St. Rank hold HLN as of Q3 2026.

  • Essential Partners held 1 share of Haleon worth $9 as of Q3 2026.
  • Essential Partners left its Haleon share count unchanged in Q3 2026.
  • Haleon made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2836 holding.
  • Essential Partners first reported a position in Haleon in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Haleon position peaked at $10 in Q1 2026.
  • 64 funds tracked by Wall St. Rank held Haleon as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.