FUBT
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First United Bank & Trust’s Haleon HLN Stock Holding History

First United Bank & Trust’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 		$653 Hold
70
– – ﹤0.01% 416
2026
Q1 		$701 Buy
+70
New +$728 ﹤0.01% 391

Other funds holding HLN

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GF
Goodman Financial Houston, Texas $647M AUM 24.17% 1-Year Est. Return
CEI
Clark Estates Inc New York $434M AUM 15% 1-Year Est. Return

First United Bank & Trust's HLN Position: Q2 2026 in Review

First United Bank & Trust held its Haleon (HLN) position steady in Q2 2026 at 70 shares worth $653. The position accounts for ﹤0.01% of the portfolio, ranked #416.

First United Bank & Trust first reported a position in HLN in Q1 2026 and has held it in 2 quarters since. The position peaked at $701 in Q1 2026. 387 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • First United Bank & Trust held 70 shares of Haleon worth $653 as of Q2 2026.
  • First United Bank & Trust left its Haleon share count unchanged in Q2 2026.
  • Haleon made up ﹤0.01% of First United Bank & Trust's portfolio in Q2 2026, its #416 holding.
  • First United Bank & Trust first reported a position in Haleon in Q1 2026 and has held it in 2 quarters since.
  • First United Bank & Trust's Haleon position peaked at $701 in Q1 2026.
  • 387 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on First United Bank & Trust's 13F filing for Q2 2026, filed 20 Jul 2026.