HHM Wealth Advisors’s Haleon HLN Stock Holding History

HHM 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	$551	Hold	59	–	–	﹤0.01%	853
2026 Q1	$591	Hold	59	–	–	﹤0.01%	845
2025 Q4	$597	Hold	59	–	–	﹤0.01%	814
2025 Q3	$530	Hold	59	–	–	﹤0.01%	824
2025 Q2	$612	Sell	59 -100	-63%	-$1.05K	﹤0.01%	826
2025 Q1	$1.64K	Hold	159	–	–	﹤0.01%	780
2024 Q4	$1.52K	Sell	159 -100	-39%	-$979	﹤0.01%	786
2024 Q3	$2.74K	Sell	259 -250	-49%	-$2.42K	﹤0.01%	698
2024 Q2	$4.21K	Buy	509 +450	+763%	+$3.76K	﹤0.01%	649
2024 Q1	$501	Hold	59	–	–	﹤0.01%	711
2023 Q4	$486	Hold	59	–	–	﹤0.01%	714
2023 Q3	$492	Hold	59	–	–	﹤0.01%	753
2023 Q2	$495	Hold	59	–	–	﹤0.01%	773
2023 Q1	$481	Hold	59	–	–	﹤0.01%	793
2022 Q4	$472	Sell	59 -17	-22%	-$116	﹤0.01%	669
2022 Q3	$0	Buy	+76	New	+$492	﹤0.01%	726

Other funds holding HLN

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

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

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

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

HHM Wealth Advisors held its Haleon (HLN) position steady in Q2 2026 at 59 shares worth $551. The position accounts for ﹤0.01% of the portfolio, ranked #853.

HHM Wealth Advisors first reported a position in HLN in Q3 2022 and has held it in 16 quarters since. The position peaked at $4.21K in Q2 2024. 164 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

HHM Wealth Advisors held 59 shares of Haleon worth $551 as of Q2 2026.
HHM Wealth Advisors left its Haleon share count unchanged in Q2 2026.
Haleon made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #853 holding.
HHM Wealth Advisors first reported a position in Haleon in Q3 2022 and has held it in 16 quarters since.
HHM Wealth Advisors's Haleon position peaked at $4.21K in Q2 2024.
164 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.