KWM
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Kingsview Wealth Management’s Haleon HLN Stock Holding History

Kingsview 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 		$115K Buy
+12,302
New +$114K ﹤0.01% 1388
2025
Q1 		– Sell
-11,753
Closed -$112K – 1134
2024
Q4 		$112K Sell
11,753
-1
-0% -$10 ﹤0.01% 1077
2024
Q3 		$124K Buy
+11,754
New +$114K ﹤0.01% 1062
2024
Q1 		– Sell
-10,696
Closed -$88K – 1033
2023
Q4 		$88K Sell
10,696
-7,272
-40% -$59.9K ﹤0.01% 931
2023
Q3 		$150K Sell
17,968
-2,191
-11% -$18.2K 0.01% 901
2023
Q2 		$169K Buy
20,159
+3,209
+19% +$27.4K 0.01% 865
2023
Q1 		$138K Sell
16,950
-743
-4% -$5.92K 0.01% 846
2022
Q4 		$142K Sell
17,693
-2,080
-11% -$14.2K 0.01% 810
2022
Q3 		$120K Buy
+19,773
New +$128K 0.01% 790

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

Kingsview Wealth Management's HLN Position: Q2 2026 in Review

Kingsview Wealth Management opened a new position in Haleon (HLN) in Q2 2026: 12,302 shares worth $115K. The stake represents ﹤0.01% of the portfolio and ranks #1388 among its holdings. This is a return to the name: Kingsview Wealth Management previously reported a position in HLN as recently as Q4 2024.

Kingsview Wealth Management first reported a position in HLN in Q3 2022 and has held it in 9 quarters since. The position peaked at $169K in Q2 2023. 641 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Kingsview Wealth Management held 12,302 shares of Haleon worth $115K as of Q2 2026.
  • Haleon was a new Kingsview Wealth Management position in Q2 2026.
  • Haleon made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #1388 holding.
  • Kingsview Wealth Management first reported a position in Haleon in Q3 2022 and has held it in 9 quarters since.
  • Kingsview Wealth Management's Haleon position peaked at $169K in Q2 2023.
  • 641 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.