Holistic Financial Partners’s Haleon HLN Stock Holding History

Holistic Financial 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 Q1	$126K	Buy	12,562 +1,375	+12%	+$14.3K	0.05%	144
2025 Q4	$113K	Sell	11,187 -2,491	-18%	-$23.7K	0.04%	134
2025 Q3	$123K	Buy	13,678 +554	+4%	+$5.34K	0.05%	134
2025 Q2	$136K	Sell	13,124 -255	-2%	-$2.69K	0.06%	123
2025 Q1	$138K	Buy	13,379 +1,172	+10%	+$11.5K	0.07%	117
2024 Q4	$116K	Buy	12,207 +1,518	+14%	+$14.9K	0.06%	118
2024 Q3	$113K	Buy	10,689 +213	+2%	+$2.06K	0.05%	116
2024 Q2	$86.5K	Sell	10,476 -1,465	-12%	-$12.2K	0.04%	116
2024 Q1	$101K	Buy	+11,941	New	+$99.8K	0.05%	132

Other funds holding HLN

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Holistic Financial Partners's HLN Position: Q1 2026 in Review

Holistic Financial Partners increased its Haleon (HLN) stake by 12% in Q1 2026, buying an estimated $14.3K and bringing the position to 12,562 shares worth $126K. The position accounts for 0.05% of the portfolio, ranked #144.

Holistic Financial Partners first reported a position in HLN in Q1 2024 and has held it in 9 quarters since. The position peaked at $138K in Q1 2025. 619 funds tracked by Wall St. Rank hold HLN as of Q1 2026.

Holistic Financial Partners held 12,562 shares of Haleon worth $126K as of Q1 2026.
Holistic Financial Partners bought 1,375 Haleon shares in Q1 2026, an estimated $14.3K.
Haleon made up 0.05% of Holistic Financial Partners's portfolio in Q1 2026, its #144 holding.
Holistic Financial Partners first reported a position in Haleon in Q1 2024 and has held it in 9 quarters since.
Holistic Financial Partners's Haleon position peaked at $138K in Q1 2025.
619 funds tracked by Wall St. Rank held Haleon as of Q1 2026.

Based on Holistic Financial Partners's 13F filing for Q1 2026, filed 5 May 2026.