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 Q2	–	Sell	-123	Closed	-$1.23K	–	710
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 San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Heritage Wealth Advisors's HLN Position: Q2 2026 in Review

Heritage Wealth Advisors sold out of Haleon (HLN) in Q2 2026, closing a stake of 123 shares — an estimated $1.23K sold.

Heritage Wealth Advisors first reported a position in HLN in Q2 2025 and held it in 4 quarters. The position peaked at $1.28K in Q2 2025. 641 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

Heritage Wealth Advisors reported no remaining Haleon position as of Q2 2026 after selling out during the quarter.
Heritage Wealth Advisors sold 123 Haleon shares in Q2 2026, an estimated $1.23K.
Heritage Wealth Advisors first reported a position in Haleon in Q2 2025 and held it in 4 quarters.
Heritage Wealth Advisors's Haleon position peaked at $1.28K in Q2 2025.
641 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.