JWCA
HLN icon

J.W. Cole Advisors’s Haleon HLN Stock Holding History

J.W. Cole 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 		$156K Buy
+16,668
New +$155K ﹤0.01% 1530
2026
Q1 		– Sell
-17,884
Closed -$178K – 1057
2025
Q4 		$178K Buy
17,884
+528
+3% +$5.02K ﹤0.01% 1318
2025
Q3 		$156K Sell
17,356
-552
-3% -$5.32K ﹤0.01% 1467
2025
Q2 		$186K Buy
17,908
+360
+2% +$3.8K ﹤0.01% 1369
2025
Q1 		$181K Buy
+17,548
New +$173K 0.01% 1167

Other funds holding HLN

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
GF
Goodman Financial Houston, Texas $647M AUM 24.17% 1-Year Est. Return
AA
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SI
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
TVPW
Third View Private Wealth Westport, Connecticut $814M AUM
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

J.W. Cole Advisors's HLN Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Haleon (HLN) in Q2 2026: 16,668 shares worth $156K. The stake represents ﹤0.01% of the portfolio and ranks #1530 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in HLN as recently as Q4 2025.

J.W. Cole Advisors first reported a position in HLN in Q1 2025 and has held it in 5 quarters since. The position peaked at $186K in Q2 2025. 225 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • J.W. Cole Advisors held 16,668 shares of Haleon worth $156K as of Q2 2026.
  • Haleon was a new J.W. Cole Advisors position in Q2 2026.
  • Haleon made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1530 holding.
  • J.W. Cole Advisors first reported a position in Haleon in Q1 2025 and has held it in 5 quarters since.
  • J.W. Cole Advisors's Haleon position peaked at $186K in Q2 2025.
  • 225 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.