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Mascoma Wealth Management’s Haleon HLN Stock Holding History

Mascoma Wealth 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 		$3.69K Buy
410
+318
+346% +$3.09K ﹤0.01% 409
2026
Q2 		$858 Buy
+92
New +$855 ﹤0.01% 518
2025
Q3 		– Sell
-326
Closed -$3.38K – 470
2025
Q2 		$3.38K Hold
326
– – ﹤0.01% 412
2025
Q1 		$3.36K Hold
326
– – ﹤0.01% 433
2024
Q4 		$3.11K Buy
+326
New +$3.19K ﹤0.01% 446
2022
Q4 		– Sell
-365
Closed -$2K – 643
2022
Q3 		$2K Buy
+365
New +$2.36K ﹤0.01% 558

Other funds holding HLN

Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Archford Capital Strategies
Archford Capital Strategies Swansea, Illinois $1.01B AUM 23.17% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Euro Pacific Asset Management
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return

Mascoma Wealth Management's HLN Position: Q3 2026 in Review

Mascoma Wealth Management increased its Haleon (HLN) stake by 346% in Q3 2026, buying an estimated $3.09K and bringing the position to 410 shares worth $3.69K. The position accounts for ﹤0.01% of the portfolio, ranked #409.

Mascoma Wealth Management first reported a position in HLN in Q3 2022 and has held it in 6 quarters since. 144 funds tracked by Wall St. Rank hold HLN as of Q3 2026.

  • Mascoma Wealth Management held 410 shares of Haleon worth $3.69K as of Q3 2026.
  • Mascoma Wealth Management bought 318 Haleon shares in Q3 2026, an estimated $3.09K.
  • Haleon made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q3 2026, its #409 holding.
  • Mascoma Wealth Management first reported a position in Haleon in Q3 2022 and has held it in 6 quarters since.
  • 144 funds tracked by Wall St. Rank held Haleon as of Q3 2026.

Based on Mascoma Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.