Legacy Wealth Asset Management’s Haleon HLN Stock Holding History

Legacy Wealth Asset 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	$633K	Sell	67,871 -31	-0%	-$288	0.14%	225
2026 Q1	$680K	Buy	67,902 +685	+1%	+$7.13K	0.17%	206
2025 Q4	$680K	Buy	67,217 +192	+0.3%	+$1.82K	0.17%	197
2025 Q3	$601K	Sell	67,025 -84	-0.1%	-$809	0.15%	229
2025 Q2	$696K	Sell	67,109 -762	-1%	-$8.04K	0.18%	170
2025 Q1	$698K	Sell	67,871 -367	-0.5%	-$3.61K	0.19%	161
2024 Q4	$651K	Sell	68,238 -4,022	-6%	-$39.4K	0.18%	177
2024 Q3	$765K	Buy	72,260 +144	+0.2%	+$1.39K	0.21%	140
2024 Q2	$596K	Buy	72,116 +1,787	+3%	+$14.9K	0.17%	191
2024 Q1	$597K	Buy	70,329 +2,045	+3%	+$17.1K	0.17%	193
2023 Q4	$562K	Buy	68,284 +2,842	+4%	+$23.4K	0.18%	196
2023 Q3	$545K	Buy	+65,442	New	+$545K	0.2%	173

Other funds holding HLN

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return