EWA
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EverSource Wealth Advisors’s Haleon HLN Stock Holding History

EverSource Wealth Advisors’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 		$306K Sell
32,803
-24,723
-43% -$230K 0.01% 790
2026
Q1 		$576K Buy
57,526
+22,508
+64% +$234K 0.02% 545
2025
Q4 		$354K Buy
35,018
+8,477
+32% +$80.6K 0.01% 689
2025
Q3 		$238K Sell
26,541
-19,893
-43% -$192K 0.01% 819
2025
Q2 		$482K Buy
46,434
+24,960
+116% +$263K 0.02% 468
2025
Q1 		$221K Buy
21,474
+6,873
+47% +$67.7K 0.01% 623
2024
Q4 		$139K Buy
14,601
+2,747
+23% +$26.9K 0.01% 803
2024
Q3 		$125K Sell
11,854
-4,813
-29% -$46.5K 0.01% 716
2024
Q2 		$153K Buy
16,667
+463
+3% +$3.87K 0.01% 650
2024
Q1 		$138K Buy
16,204
+1,962
+14% +$16.4K 0.01% 602
2023
Q4 		$117K Buy
14,242
+417
+3% +$3.44K 0.01% 583
2023
Q3 		$115K Buy
13,825
+330
+2% +$2.75K 0.01% 520
2023
Q2 		$113K Buy
13,495
+62
+0.5% +$529 0.01% 535
2023
Q1 		$109K Sell
13,433
-94
-0.7% -$749 0.01% 515
2022
Q4 		$108K Buy
13,527
+3,802
+39% +$25.9K 0.02% 483
2022
Q3 		$60K Buy
+9,725
New +$62.9K 0.01% 588

Other funds holding HLN

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

EverSource Wealth Advisors's HLN Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Haleon (HLN) stake by 43% in Q2 2026, selling an estimated $230K and leaving 32,803 shares worth $306K. The position accounts for 0.01% of the portfolio, ranked #790.

EverSource Wealth Advisors first reported a position in HLN in Q3 2022 and has held it in 16 quarters since. The position peaked at $576K in Q1 2026. 639 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • EverSource Wealth Advisors held 32,803 shares of Haleon worth $306K as of Q2 2026.
  • EverSource Wealth Advisors sold 24,723 Haleon shares in Q2 2026, an estimated $230K.
  • Haleon made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #790 holding.
  • EverSource Wealth Advisors first reported a position in Haleon in Q3 2022 and has held it in 16 quarters since.
  • EverSource Wealth Advisors's Haleon position peaked at $576K in Q1 2026.
  • 639 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.