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Fiduciary Alliance’s Haleon HLN Stock Holding History

Fiduciary Alliance’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 		$103K Buy
11,084
+8
+0.1% +$74 0.01% 530
2026
Q1 		$107K Sell
11,076
-600
-5% -$6.24K 0.01% 538
2025
Q4 		$118K Hold
11,676
– – 0.01% 497
2025
Q3 		$105K Sell
11,676
-19
-0.2% -$183 0.01% 488
2025
Q2 		$121K Buy
11,695
+559
+5% +$5.9K 0.01% 473
2025
Q1 		$115K Sell
11,136
-617
-5% -$6.07K 0.01% 377
2024
Q4 		$112K Buy
+11,753
New +$115K 0.01% 346

Other funds holding HLN

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Fiduciary Alliance's HLN Position: Q2 2026 in Review

Fiduciary Alliance increased its Haleon (HLN) stake by 0.07% in Q2 2026, buying an estimated $74 and bringing the position to 11,084 shares worth $103K. The position accounts for 0.01% of the portfolio, ranked #530.

Fiduciary Alliance first reported a position in HLN in Q4 2024 and has held it in 7 quarters since. The position peaked at $121K in Q2 2025. 157 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Fiduciary Alliance held 11,084 shares of Haleon worth $103K as of Q2 2026.
  • Fiduciary Alliance bought 8 Haleon shares in Q2 2026, an estimated $74.
  • Haleon made up 0.01% of Fiduciary Alliance's portfolio in Q2 2026, its #530 holding.
  • Fiduciary Alliance first reported a position in Haleon in Q4 2024 and has held it in 7 quarters since.
  • Fiduciary Alliance's Haleon position peaked at $121K in Q2 2025.
  • 157 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.