First Affirmative Financial Network’s Haleon HLN Stock Holding History

First Affirmative Financial Network’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	$412K	Buy	+45,744	New	+$445K	0.09%	224
2026 Q1	$401K	Buy	+40,028	New	+$416K	0.16%	164
2025 Q3	$136K	Buy	+15,217	New	+$147K	0.06%	281

Other funds holding HLN

Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Archford Capital Strategies Swansea, Illinois $1.01B AUM 23.17% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return

First Affirmative Financial Network's HLN Position: Q3 2026 in Review

First Affirmative Financial Network opened a new position in Haleon (HLN) in Q3 2026: 45,744 shares worth $412K. The stake represents 0.09% of the portfolio and ranks #224 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in HLN as recently as Q1 2026.

First Affirmative Financial Network first reported a position in HLN in Q3 2025 and has held it in 3 quarters since. 149 funds tracked by Wall St. Rank hold HLN as of Q3 2026.

First Affirmative Financial Network held 45,744 shares of Haleon worth $412K as of Q3 2026.
Haleon was a new First Affirmative Financial Network position in Q3 2026.
Haleon made up 0.09% of First Affirmative Financial Network's portfolio in Q3 2026, its #224 holding.
First Affirmative Financial Network first reported a position in Haleon in Q3 2025 and has held it in 3 quarters since.
149 funds tracked by Wall St. Rank held Haleon as of Q3 2026.

Based on First Affirmative Financial Network's 13F filing for Q3 2026, filed 21 Oct 2026.