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Golden State Equity Partners’s Haleon HLN Stock Holding History

Golden State Equity Partners’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 		– Sell
-19,339
Closed -$194K – 935
2026
Q1 		$194K Buy
19,339
+749
+4% +$7.79K 0.01% 636
2025
Q4 		$188K Buy
18,590
+505
+3% +$4.8K 0.03% 480
2025
Q3 		$162K Buy
18,085
+2,499
+16% +$24.1K 0.03% 438
2025
Q2 		$162K Buy
15,586
+365
+2% +$3.85K 0.03% 420
2025
Q1 		$157K Sell
15,221
-1,412
-8% -$13.9K 0.03% 417
2024
Q4 		$159K Buy
16,633
+12,877
+343% +$126K 0.03% 423
2024
Q3 		$39.7K Sell
3,756
-14,663
-80% -$142K 0.02% 413
2024
Q2 		$152K Buy
+18,419
New +$154K 0.03% 394
2023
Q4 		$89.8K Buy
10,917
+718
+7% +$5.92K 0.02% 353
2023
Q3 		$85K Buy
+10,199
New +$84.9K 0.02% 332

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
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 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
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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

Golden State Equity Partners's HLN Position: Q2 2026 in Review

Golden State Equity Partners sold out of Haleon (HLN) in Q2 2026, closing a stake of 19,339 shares — an estimated $194K sold.

Golden State Equity Partners first reported a position in HLN in Q3 2023 and held it in 10 quarters. The position peaked at $194K in Q1 2026. 324 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Golden State Equity Partners reported no remaining Haleon position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 19,339 Haleon shares in Q2 2026, an estimated $194K.
  • Golden State Equity Partners first reported a position in Haleon in Q3 2023 and held it in 10 quarters.
  • Golden State Equity Partners's Haleon position peaked at $194K in Q1 2026.
  • 324 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.