FFA
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Farther Finance Advisors’s Haleon HLN Stock Holding History

Farther Finance 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
Q3 		$310K Buy
34,472
+3,063
+10% +$29.8K ﹤0.01% 1957
2026
Q2 		$293K Buy
31,409
+2,104
+7% +$19.6K ﹤0.01% 1965
2026
Q1 		$292K Buy
29,305
+6,383
+28% +$66.4K ﹤0.01% 1750
2025
Q4 		$232K Buy
22,922
+9,848
+75% +$93.6K ﹤0.01% 1816
2025
Q3 		$117K Buy
13,074
+3,993
+44% +$38.5K ﹤0.01% 1938
2025
Q2 		$94.2K Sell
9,081
-3,780
-29% -$39.9K ﹤0.01% 1788
2025
Q1 		$131K Buy
12,861
+1,041
+9% +$10.2K ﹤0.01% 1413
2024
Q4 		$113K Buy
11,820
+884
+8% +$8.65K ﹤0.01% 1257
2024
Q3 		$116K Buy
10,936
+2,715
+33% +$26.3K ﹤0.01% 1237
2024
Q2 		$68.4K Buy
8,221
+1,916
+30% +$16K ﹤0.01% 1278
2024
Q1 		$52.6K Buy
6,305
+232
+4% +$1.94K ﹤0.01% 1170
2023
Q4 		$50K Buy
6,073
+3,073
+102% +$25.3K ﹤0.01% 1037
2023
Q3 		$25K Buy
3,000
+14
+0.5% +$117 ﹤0.01% 1021
2023
Q2 		$25K Buy
2,986
+1,321
+79% +$11.3K 0.01% 922
2023
Q1 		$13.6K Buy
1,665
+617
+59% +$4.92K ﹤0.01% 1015
2022
Q4 		$8.38K Buy
+1,048
New +$7.13K ﹤0.01% 1001

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
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
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Farther Finance Advisors's HLN Position: Q3 2026 in Review

Farther Finance Advisors increased its Haleon (HLN) stake by 9.8% in Q3 2026, buying an estimated $29.8K and bringing the position to 34,472 shares worth $310K. The position accounts for ﹤0.01% of the portfolio, ranked #1957.

Farther Finance Advisors first reported a position in HLN in Q4 2022 and has held it in 16 quarters since. 25 funds tracked by Wall St. Rank hold HLN as of Q3 2026.

  • Farther Finance Advisors held 34,472 shares of Haleon worth $310K as of Q3 2026.
  • Farther Finance Advisors bought 3,063 Haleon shares in Q3 2026, an estimated $29.8K.
  • Haleon made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1957 holding.
  • Farther Finance Advisors first reported a position in Haleon in Q4 2022 and has held it in 16 quarters since.
  • 25 funds tracked by Wall St. Rank held Haleon as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.