LWAM
HLN icon

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
Q3 		$613K Buy
68,159
+288
+0.4% +$2.8K 0.13% 225
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

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

Legacy Wealth Asset Management's HLN Position: Q3 2026 in Review

Legacy Wealth Asset Management increased its Haleon (HLN) stake by 0.42% in Q3 2026, buying an estimated $2.8K and bringing the position to 68,159 shares worth $613K. The position accounts for 0.13% of the portfolio, ranked #225.

Legacy Wealth Asset Management first reported a position in HLN in Q3 2023 and has held it in 13 quarters since. The position peaked at $765K in Q3 2024. 50 funds tracked by Wall St. Rank hold HLN as of Q3 2026.

  • Legacy Wealth Asset Management held 68,159 shares of Haleon worth $613K as of Q3 2026.
  • Legacy Wealth Asset Management bought 288 Haleon shares in Q3 2026, an estimated $2.8K.
  • Haleon made up 0.13% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #225 holding.
  • Legacy Wealth Asset Management first reported a position in Haleon in Q3 2023 and has held it in 13 quarters since.
  • Legacy Wealth Asset Management's Haleon position peaked at $765K in Q3 2024.
  • 50 funds tracked by Wall St. Rank held Haleon as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.