Laurel Wealth Advisors (North Carolina)’s Haleon HLN Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 Q1	–	Sell	-956	Closed	-$9.67K	–	385
2025 Q4	$9.67K	Buy	+956	New	+$9.09K	﹤0.01%	489
2025 Q2	–	Sell	-956	Closed	-$9.84K	–	390
2025 Q1	$9.84K	Hold	956	–	–	﹤0.01%	475
2024 Q4	$9.12K	Buy	956 +1	+0.1%	+$10	﹤0.01%	496
2024 Q3	$10.1K	Buy	955 +500	+110%	+$4.83K	﹤0.01%	461
2024 Q2	$3.76K	Hold	455	–	–	﹤0.01%	512
2024 Q1	$3.86K	Hold	455	–	–	﹤0.01%	508
2023 Q4	$3.75K	Hold	455	–	–	﹤0.01%	473
2023 Q3	$3.79K	Hold	455	–	–	﹤0.01%	476
2023 Q2	$3.81K	Hold	455	–	–	﹤0.01%	480
2023 Q1	$3.7K	Hold	455	–	–	﹤0.01%	482
2022 Q4	$3.64K	Hold	455	–	–	﹤0.01%	454
2022 Q3	$3K	Buy	+455	New	+$2.94K	﹤0.01%	461

Other funds holding HLN

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s HLN Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Haleon (HLN) in Q1 2026, closing a stake of 956 shares — an estimated $9.67K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in HLN in Q3 2022 and held it in 12 quarters. The position peaked at $10.1K in Q3 2024. 625 funds tracked by Wall St. Rank hold HLN as of Q1 2026.

Laurel Wealth Advisors (North Carolina) reported no remaining Haleon position as of Q1 2026 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 956 Haleon shares in Q1 2026, an estimated $9.67K.
Laurel Wealth Advisors (North Carolina) first reported a position in Haleon in Q3 2022 and held it in 12 quarters.
Laurel Wealth Advisors (North Carolina)'s Haleon position peaked at $10.1K in Q3 2024.
625 funds tracked by Wall St. Rank held Haleon as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.