Lloyd 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
Q2
$103 Buy
+11
New +$102 ﹤0.01% 619
2023
Q4
– Sell
-10,947
Closed -$91.2K – 229
2023
Q3
$91.2K Buy
+10,947
New +$91.2K 0.03% 252

Other funds holding HLN

Lloyd Advisory Services's HLN Position: Q2 2026 in Review

Lloyd Advisory Services opened a new position in Haleon (HLN) in Q2 2026: 11 shares worth $103. The stake represents ﹤0.01% of the portfolio and ranks #619 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in HLN as recently as Q3 2023.

Lloyd Advisory Services first reported a position in HLN in Q3 2023 and has held it in 2 quarters since. The position peaked at $91.2K in Q3 2023. 646 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Lloyd Advisory Services held 11 shares of Haleon worth $103 as of Q2 2026.
  • Haleon was a new Lloyd Advisory Services position in Q2 2026.
  • Haleon made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #619 holding.
  • Lloyd Advisory Services first reported a position in Haleon in Q3 2023 and has held it in 2 quarters since.
  • Lloyd Advisory Services's Haleon position peaked at $91.2K in Q3 2023.
  • 646 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.