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Golden State Wealth Management’s Haleon HLN Stock Holding History

Golden State Wealth Management’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 		$67.9K Sell
7,280
-2,368
-25% -$22K 0.01% 658
2026
Q1 		$96.6K Buy
9,648
+2,412
+33% +$25.1K 0.01% 528
2025
Q4 		$73.2K Sell
7,236
-420
-5% -$3.99K 0.01% 593
2025
Q3 		$68.7K Buy
7,656
+4,935
+181% +$47.5K 0.01% 592
2025
Q2 		$28.2K Buy
2,721
+1,410
+108% +$14.9K ﹤0.01% 792
2025
Q1 		$13.5K Hold
1,311
– – ﹤0.01% 912
2024
Q4 		$12.5K Buy
+1,311
New +$12.8K ﹤0.01% 900

Other funds holding HLN

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Golden State Wealth Management's HLN Position: Q2 2026 in Review

Golden State Wealth Management reduced its Haleon (HLN) stake by 25% in Q2 2026, selling an estimated $22K and leaving 7,280 shares worth $67.9K. The position accounts for 0.01% of the portfolio, ranked #658.

Golden State Wealth Management first reported a position in HLN in Q4 2024 and has held it in 7 quarters since. The position peaked at $96.6K in Q1 2026. 641 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Golden State Wealth Management held 7,280 shares of Haleon worth $67.9K as of Q2 2026.
  • Golden State Wealth Management sold 2,368 Haleon shares in Q2 2026, an estimated $22K.
  • Haleon made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #658 holding.
  • Golden State Wealth Management first reported a position in Haleon in Q4 2024 and has held it in 7 quarters since.
  • Golden State Wealth Management's Haleon position peaked at $96.6K in Q1 2026.
  • 641 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.