JWA
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JFS Wealth Advisors’s Haleon HLN Stock Holding History

JFS 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 		$8K Sell
858
-1,537
-64% -$14.3K ﹤0.01% 1105
2026
Q1 		$24K Sell
2,395
-167
-7% -$1.74K ﹤0.01% 693
2025
Q4 		$25.9K Sell
2,562
-13
-0.5% -$124 ﹤0.01% 681
2025
Q3 		$23.1K Buy
2,575
+1,136
+79% +$10.9K ﹤0.01% 668
2025
Q2 		$14.9K Sell
1,439
-57
-4% -$601 ﹤0.01% 733
2025
Q1 		$15.4K Sell
1,496
-27
-2% -$266 ﹤0.01% 740
2024
Q4 		$14.5K Buy
1,523
+84
+6% +$822 ﹤0.01% 737
2024
Q3 		$15.2K Sell
1,439
-493
-26% -$4.77K ﹤0.01% 711
2024
Q2 		$16K Sell
1,932
-590
-23% -$4.93K ﹤0.01% 653
2024
Q1 		$21.4K Sell
2,522
-153
-6% -$1.28K ﹤0.01% 612
2023
Q4 		$22K Buy
2,675
+610
+30% +$5.03K ﹤0.01% 566
2023
Q3 		$17.2K Buy
2,065
+569
+38% +$4.74K ﹤0.01% 581
2023
Q2 		$12.5K Sell
1,496
-990
-40% -$8.45K ﹤0.01% 661
2023
Q1 		$20.2K Buy
2,486
+3
+0.1% +$24 ﹤0.01% 535
2022
Q4 		$19.9K Sell
2,483
-253
-9% -$1.72K ﹤0.01% 537
2022
Q3 		$17K Buy
+2,736
New +$17.7K ﹤0.01% 606

Other funds holding HLN

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

JFS Wealth Advisors reduced its Haleon (HLN) stake by 64% in Q2 2026, selling an estimated $14.3K and leaving 858 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #1105.

JFS Wealth Advisors first reported a position in HLN in Q3 2022 and has held it in 16 quarters since. The position peaked at $25.9K in Q4 2025. 639 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • JFS Wealth Advisors held 858 shares of Haleon worth $8K as of Q2 2026.
  • JFS Wealth Advisors sold 1,537 Haleon shares in Q2 2026, an estimated $14.3K.
  • Haleon made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1105 holding.
  • JFS Wealth Advisors first reported a position in Haleon in Q3 2022 and has held it in 16 quarters since.
  • JFS Wealth Advisors's Haleon position peaked at $25.9K in Q4 2025.
  • 639 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.