Level Four Advisory Services’s Haleon HLN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$194K Sell
19,427
-413
-2% -$4.3K 0.01% 834
2025
Q4
$201K Buy
19,840
+990
+5% +$9.41K 0.01% 815
2025
Q3
$169K Sell
18,850
-54
-0.3% -$520 0.01% 779
2025
Q2
$196K Sell
18,904
-370
-2% -$3.9K 0.01% 756
2025
Q1
$198K Sell
19,274
-294
-2% -$2.89K 0.01% 720
2024
Q4
$187K Buy
19,568
+274
+1% +$2.68K 0.01% 725
2024
Q3
$187K Buy
19,294
+2,224
+13% +$21.5K 0.01% 733
2024
Q2
$141K Buy
17,070
+305
+2% +$2.55K 0.01% 716
2024
Q1
$138K Hold
16,765
0.01% 732
2023
Q4
$138K Sell
16,765
-1,725
-9% -$14.2K 0.01% 728
2023
Q3
$154K Sell
18,490
-2,620
-12% -$21.8K 0.01% 701
2023
Q2
$177K Sell
21,110
-892
-4% -$7.61K 0.01% 752
2023
Q1
$179K Sell
22,002
-6,707
-23% -$53.5K 0.01% 708
2022
Q4
$230K Buy
28,709
+11,586
+68% +$78.8K 0.02% 584
2022
Q3
$104K Buy
+17,123
New +$111K 0.01% 523

Other funds holding HLN

Level Four Advisory Services's HLN Position: Q1 2026 in Review

Level Four Advisory Services reduced its Haleon (HLN) stake by 2.1% in Q1 2026, selling an estimated $4.3K and leaving 19,427 shares worth $194K. The position accounts for 0.01% of the portfolio, ranked #834.

Level Four Advisory Services first reported a position in HLN in Q3 2022 and has held it in 15 quarters since. The position peaked at $230K in Q4 2022. 619 funds tracked by Wall St. Rank hold HLN as of Q1 2026.

  • Level Four Advisory Services held 19,427 shares of Haleon worth $194K as of Q1 2026.
  • Level Four Advisory Services sold 413 Haleon shares in Q1 2026, an estimated $4.3K.
  • Haleon made up 0.01% of Level Four Advisory Services's portfolio in Q1 2026, its #834 holding.
  • Level Four Advisory Services first reported a position in Haleon in Q3 2022 and has held it in 15 quarters since.
  • Level Four Advisory Services's Haleon position peaked at $230K in Q4 2022.
  • 619 funds tracked by Wall St. Rank held Haleon as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.