First Command Advisory Services’s Haleon HLN Stock Holding History

First Command Advisory Services’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 Q1	$13K	Buy	1,303 +656	+101%	+$6.83K	﹤0.01%	558
2025 Q4	$6.54K	Hold	647	–	–	﹤0.01%	507
2025 Q3	$5.8K	Hold	647	–	–	﹤0.01%	462
2025 Q2	$6.71K	Hold	647	–	–	﹤0.01%	418
2025 Q1	$6.66K	Buy	647 +224	+53%	+$2.21K	﹤0.01%	396
2024 Q4	$4.04K	Hold	423	–	–	﹤0.01%	405
2024 Q3	$4.47K	Sell	423 -150	-26%	-$1.45K	﹤0.01%	400
2024 Q2	$4.73K	Sell	573 -62	-10%	-$518	﹤0.01%	398
2024 Q1	$5.39K	Buy	635 +62	+11%	+$518	﹤0.01%	390
2023 Q4	$4.72K	Hold	573	–	–	﹤0.01%	391
2023 Q3	$4.77K	Buy	+573	New	+$4.77K	﹤0.01%	376
2023 Q1	–	Sell	-347	Closed	–	–	157
2022 Q4	$0	Buy	+347	New	+$2.36K	﹤0.01%	117

Other funds holding HLN

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

First Command Advisory Services's HLN Position: Q1 2026 in Review

First Command Advisory Services increased its Haleon (HLN) stake by 101% in Q1 2026, buying an estimated $6.83K and bringing the position to 1,303 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #558.

First Command Advisory Services first reported a position in HLN in Q4 2022 and has held it in 12 quarters since. 619 funds tracked by Wall St. Rank hold HLN as of Q1 2026.

First Command Advisory Services held 1,303 shares of Haleon worth $13K as of Q1 2026.
First Command Advisory Services bought 656 Haleon shares in Q1 2026, an estimated $6.83K.
Haleon made up ﹤0.01% of First Command Advisory Services's portfolio in Q1 2026, its #558 holding.
First Command Advisory Services first reported a position in Haleon in Q4 2022 and has held it in 12 quarters since.
619 funds tracked by Wall St. Rank held Haleon as of Q1 2026.

Based on First Command Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.