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 Q2	$15K	Buy	1,611 +308	+24%	+$2.86K	﹤0.01%	719
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 $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

First Command Advisory Services's HLN Position: Q2 2026 in Review

First Command Advisory Services increased its Haleon (HLN) stake by 24% in Q2 2026, buying an estimated $2.86K and bringing the position to 1,611 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #719.

First Command Advisory Services first reported a position in HLN in Q4 2022 and has held it in 13 quarters since. 641 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

First Command Advisory Services held 1,611 shares of Haleon worth $15K as of Q2 2026.
First Command Advisory Services bought 308 Haleon shares in Q2 2026, an estimated $2.86K.
Haleon made up ﹤0.01% of First Command Advisory Services's portfolio in Q2 2026, its #719 holding.
First Command Advisory Services first reported a position in Haleon in Q4 2022 and has held it in 13 quarters since.
641 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on First Command Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.