HWA
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Heritage Wealth Advisors’s Haleon HLN Stock Holding History

Heritage Wealth 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
Q1 		$1.23K Hold
123
– – ﹤0.01% 642
2025
Q4 		$1.24K Hold
123
– – ﹤0.01% 553
2025
Q3 		$1.1K Hold
123
– – ﹤0.01% 541
2025
Q2 		$1.28K Buy
+123
New +$1.3K ﹤0.01% 527

Other funds holding HLN

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Heritage Wealth Advisors's HLN Position: Q1 2026 in Review

Heritage Wealth Advisors held its Haleon (HLN) position steady in Q1 2026 at 123 shares worth $1.23K. The position accounts for ﹤0.01% of the portfolio, ranked #642.

Heritage Wealth Advisors first reported a position in HLN in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.28K in Q2 2025. 619 funds tracked by Wall St. Rank hold HLN as of Q1 2026.

  • Heritage Wealth Advisors held 123 shares of Haleon worth $1.23K as of Q1 2026.
  • Heritage Wealth Advisors left its Haleon share count unchanged in Q1 2026.
  • Haleon made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #642 holding.
  • Heritage Wealth Advisors first reported a position in Haleon in Q2 2025 and has held it in 4 quarters since.
  • Heritage Wealth Advisors's Haleon position peaked at $1.28K in Q2 2025.
  • 619 funds tracked by Wall St. Rank held Haleon as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.