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Loring Wolcott & Coolidge Fiduciary Advisors’s Haleon HLN Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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 		$8.86K Hold
950
– – ﹤0.01% 525
2026
Q1 		$9.35K Hold
950
– – ﹤0.01% 520
2025
Q4 		$9.9K Hold
950
– – ﹤0.01% 496
2025
Q3 		$8.9K Hold
950
– – ﹤0.01% 504
2025
Q2 		$9.85K Hold
950
– – ﹤0.01% 482
2025
Q1 		$9.72K Hold
950
– – ﹤0.01% 484
2024
Q4 		$9.1K Hold
950
– – ﹤0.01% 490
2024
Q3 		$9.4K Hold
950
– – ﹤0.01% 500
2024
Q2 		$8.31K Hold
950
– – ﹤0.01% 499
2024
Q1 		$7.94K Sell
950
-1,775
-65% -$14.8K ﹤0.01% 508
2023
Q4 		$22.3K Sell
2,725
-7,416
-73% -$61.1K ﹤0.01% 454
2023
Q3 		$80.7K Sell
10,141
-100
-1% -$833 ﹤0.01% 379
2023
Q2 		$85.8K Buy
+10,241
New +$87.4K ﹤0.01% 382
2022
Q4 		– Sell
-9,830
Closed -$60K – 590
2022
Q3 		$60K Buy
+9,830
New +$63.6K ﹤0.01% 390

Other funds holding HLN

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GF
Goodman Financial Houston, Texas $647M AUM 24.17% 1-Year Est. Return
CEI
Clark Estates Inc New York $434M AUM 15% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's HLN Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its Haleon (HLN) position steady in Q2 2026 at 950 shares worth $8.86K. The position accounts for ﹤0.01% of the portfolio, ranked #525.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in HLN in Q3 2022 and has held it in 14 quarters since. The position peaked at $85.8K in Q2 2023. 357 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Loring Wolcott & Coolidge Fiduciary Advisors held 950 shares of Haleon worth $8.86K as of Q2 2026.
  • Loring Wolcott & Coolidge Fiduciary Advisors left its Haleon share count unchanged in Q2 2026.
  • Haleon made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #525 holding.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Haleon in Q3 2022 and has held it in 14 quarters since.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Haleon position peaked at $85.8K in Q2 2023.
  • 357 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.