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GHP Investment Advisors’s Haleon HLN Stock Holding History

GHP Investment Advisors’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 		$4.12K Hold
441
– – ﹤0.01% 925
2026
Q1 		$4.42K Buy
441
+66
+18% +$687 ﹤0.01% 919
2025
Q4 		$3.79K Hold
375
– – ﹤0.01% 856
2025
Q3 		$3.36K Hold
375
– – ﹤0.01% 831
2025
Q2 		$3.89K Hold
375
– – ﹤0.01% 820
2025
Q1 		$3.86K Hold
375
– – ﹤0.01% 802
2024
Q4 		$3.58K Hold
375
– – ﹤0.01% 847
2024
Q3 		$3.97K Hold
375
– – ﹤0.01% 828
2024
Q2 		$3.1K Buy
375
+325
+650% +$2.72K ﹤0.01% 819
2024
Q1 		$425 Hold
50
– – ﹤0.01% 807
2023
Q4 		$412 Hold
50
– – ﹤0.01% 813
2023
Q3 		$406 Hold
50
– – ﹤0.01% 911
2023
Q2 		$438 Hold
50
– – ﹤0.01% 893
2023
Q1 		$407 Hold
50
– – ﹤0.01% 888
2022
Q4 		$400 Hold
50
– – ﹤0.01% 896
2022
Q3 		$0 Buy
+50
New +$324 ﹤0.01% 926

Other funds holding HLN

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
GF
Goodman Financial Houston, Texas $647M AUM 24.17% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.25B AUM 41.83% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
TVPW
Third View Private Wealth Westport, Connecticut $814M AUM

GHP Investment Advisors's HLN Position: Q2 2026 in Review

GHP Investment Advisors held its Haleon (HLN) position steady in Q2 2026 at 441 shares worth $4.12K. The position accounts for ﹤0.01% of the portfolio, ranked #925.

GHP Investment Advisors first reported a position in HLN in Q3 2022 and has held it in 16 quarters since. The position peaked at $4.42K in Q1 2026. 246 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • GHP Investment Advisors held 441 shares of Haleon worth $4.12K as of Q2 2026.
  • GHP Investment Advisors left its Haleon share count unchanged in Q2 2026.
  • Haleon made up ﹤0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #925 holding.
  • GHP Investment Advisors first reported a position in Haleon in Q3 2022 and has held it in 16 quarters since.
  • GHP Investment Advisors's Haleon position peaked at $4.42K in Q1 2026.
  • 246 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.