Institute for Wealth Management’s Haleon HLN Stock Holding History

Institute for 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	$18.1K	Buy	+1,944	New	+$18.1K	﹤0.01%	1162

Other funds holding HLN

DLA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goodman Financial Houston, Texas $647M AUM 24.17% 1-Year Est. Return

CEI

Clark Estates Inc New York $434M AUM 15% 1-Year Est. Return

Institute for Wealth Management's HLN Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Haleon (HLN) in Q2 2026: 1,944 shares worth $18.1K. The stake represents ﹤0.01% of the portfolio and ranks #1162 among its holdings.

387 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

Institute for Wealth Management held 1,944 shares of Haleon worth $18.1K as of Q2 2026.
Haleon was a new Institute for Wealth Management position in Q2 2026.
Haleon made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1162 holding.
387 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.