KFP
HLN icon

Keystone Financial Planning’s Haleon HLN Stock Holding History

Keystone Financial Planning’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 		$459K Sell
49,145
-3,360
-6% -$31.2K 0.12% 35
2026
Q1 		$526K Sell
52,505
-1,861
-3% -$19.4K 0.14% 33
2025
Q4 		$550K Sell
54,366
-168,476
-76% -$1.6M 0.16% 35
2025
Q3 		$2M Sell
222,842
-808
-0.4% -$7.78K 0.58% 26
2025
Q2 		$2.32M Sell
223,650
-1,269
-0.6% -$13.4K 0.7% 26
2025
Q1 		$2.31M Hold
224,919
– – 0.69% 27
2024
Q4 		$2.15M Sell
224,919
-6,322
-3% -$61.9K 0.67% 30
2024
Q3 		$2.45M Sell
231,241
-202
-0.1% -$1.95K 0.74% 27
2024
Q2 		$1.91M Sell
231,443
-305
-0.1% -$2.55K 0.63% 30
2024
Q1 		$1.97M Sell
231,748
-4,221
-2% -$35.3K 0.64% 31
2023
Q4 		$1.94M Sell
235,969
-97
-0% -$799 0.64% 31
2023
Q3 		$1.97M Sell
236,066
-3,643
-2% -$30.3K 0.69% 31
2023
Q2 		$2.01M Buy
239,709
+2,692
+1% +$23K 0.67% 30
2023
Q1 		$1.93M Sell
237,017
-452
-0.2% -$3.6K 0.66% 31
2022
Q4 		$1.9M Sell
237,469
-1,369
-0.6% -$9.31K 0.64% 33
2022
Q3 		$1.46M Buy
+238,838
New +$1.55M 0.56% 33

Other funds holding HLN

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 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
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return

Keystone Financial Planning's HLN Position: Q2 2026 in Review

Keystone Financial Planning reduced its Haleon (HLN) stake by 6.4% in Q2 2026, selling an estimated $31.2K and leaving 49,145 shares worth $459K. The position accounts for 0.12% of the portfolio, ranked #35.

Keystone Financial Planning first reported a position in HLN in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.45M in Q3 2024. 83 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Keystone Financial Planning held 49,145 shares of Haleon worth $459K as of Q2 2026.
  • Keystone Financial Planning sold 3,360 Haleon shares in Q2 2026, an estimated $31.2K.
  • Haleon made up 0.12% of Keystone Financial Planning's portfolio in Q2 2026, its #35 holding.
  • Keystone Financial Planning first reported a position in Haleon in Q3 2022 and has held it in 16 quarters since.
  • Keystone Financial Planning's Haleon position peaked at $2.45M in Q3 2024.
  • 83 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Keystone Financial Planning's 13F filing for Q2 2026, filed 15 Jul 2026.