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

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

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

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Legacy Wealth Asset Management's HLN Position: Q2 2026 in Review

Legacy Wealth Asset Management reduced its Haleon (HLN) stake by 0.05% in Q2 2026, selling an estimated $288 and leaving 67,871 shares worth $633K. The position accounts for 0.14% of the portfolio, ranked #225.

Legacy Wealth Asset Management first reported a position in HLN in Q3 2023 and has held it in 12 quarters since. The position peaked at $765K in Q3 2024. 639 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

Legacy Wealth Asset Management held 67,871 shares of Haleon worth $633K as of Q2 2026.
Legacy Wealth Asset Management sold 31 Haleon shares in Q2 2026, an estimated $288.
Haleon made up 0.14% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #225 holding.
Legacy Wealth Asset Management first reported a position in Haleon in Q3 2023 and has held it in 12 quarters since.
Legacy Wealth Asset Management's Haleon position peaked at $765K in Q3 2024.
639 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.