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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
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 		$3.35K 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

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mascoma Wealth Management's HLN Position: Q2 2026 in Review

Mascoma Wealth Management opened a new position in Haleon (HLN) in Q2 2026: 92 shares worth $858. The stake represents ﹤0.01% of the portfolio and ranks #518 among its holdings. This is a return to the name: Mascoma Wealth Management previously reported a position in HLN as recently as Q2 2025.

Mascoma Wealth Management first reported a position in HLN in Q3 2022 and has held it in 5 quarters since. The position peaked at $3.38K in Q2 2025. 641 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Mascoma Wealth Management held 92 shares of Haleon worth $858 as of Q2 2026.
  • Haleon was a new Mascoma Wealth Management position in Q2 2026.
  • Haleon made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #518 holding.
  • Mascoma Wealth Management first reported a position in Haleon in Q3 2022 and has held it in 5 quarters since.
  • Mascoma Wealth Management's Haleon position peaked at $3.38K in Q2 2025.
  • 641 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.