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Legacy Capital Wealth Partners’s Haleon HLN Stock Holding History

Legacy Capital Wealth Partners’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 		$412K Buy
44,137
+9,254
+27% +$86K 0.08% 235
2026
Q1 		$349K Sell
34,883
-456
-1% -$4.74K 0.07% 273
2025
Q4 		$357K Sell
35,339
-845
-2% -$8.03K 0.08% 269
2025
Q3 		$325K Buy
36,184
+4,932
+16% +$47.5K 0.07% 299
2025
Q2 		$324K Buy
31,252
+638
+2% +$6.73K 0.07% 290
2025
Q1 		$315K Sell
30,614
-1,448
-5% -$14.3K 0.08% 268
2024
Q4 		$306K Buy
32,062
+4,884
+18% +$47.8K 0.08% 268
2024
Q3 		$288K Sell
27,178
-4,077
-13% -$39.4K 0.06% 279
2024
Q2 		$258K Buy
+31,255
New +$261K 0.07% 263
2023
Q4 		– Sell
-23,288
Closed -$194K – 295
2023
Q3 		$194K Buy
+23,288
New +$194K 0.05% 272
2023
Q2 		– Sell
-19,546
Closed -$159K – 126
2023
Q1 		$159K Buy
+19,546
New +$156K 0.04% 241

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

Legacy Capital Wealth Partners's HLN Position: Q2 2026 in Review

Legacy Capital Wealth Partners increased its Haleon (HLN) stake by 27% in Q2 2026, buying an estimated $86K and bringing the position to 44,137 shares worth $412K. The position accounts for 0.08% of the portfolio, ranked #235.

Legacy Capital Wealth Partners first reported a position in HLN in Q1 2023 and has held it in 11 quarters since. 646 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Legacy Capital Wealth Partners held 44,137 shares of Haleon worth $412K as of Q2 2026.
  • Legacy Capital Wealth Partners bought 9,254 Haleon shares in Q2 2026, an estimated $86K.
  • Haleon made up 0.08% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #235 holding.
  • Legacy Capital Wealth Partners first reported a position in Haleon in Q1 2023 and has held it in 11 quarters since.
  • 646 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.