EWM
HLN icon

Evermay Wealth Management’s Haleon HLN Stock Holding History

Evermay 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 		$5.78K Buy
+619
New +$5.75K ﹤0.01% 553

Other funds holding HLN

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 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
TVPW
Third View Private Wealth Westport, Connecticut $814M AUM
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

Evermay Wealth Management opened a new position in Haleon (HLN) in Q2 2026: 619 shares worth $5.78K. The stake represents ﹤0.01% of the portfolio and ranks #553 among its holdings.

184 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Evermay Wealth Management held 619 shares of Haleon worth $5.78K as of Q2 2026.
  • Haleon was a new Evermay Wealth Management position in Q2 2026.
  • Haleon made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #553 holding.
  • 184 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.