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Medallion Wealth Advisors’s Haleon HLN Stock Holding History

Medallion Wealth 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
Q1 		$1.1K Hold
110
– – ﹤0.01% 1056
2025
Q4 		$1.11K Hold
110
– – ﹤0.01% 1040
2025
Q3 		$987 Hold
110
– – ﹤0.01% 1031
2025
Q2 		$1.14K Sell
110
-175
-61% -$1.85K ﹤0.01% 1012
2025
Q1 		$2.9K Hold
285
– – ﹤0.01% 872
2024
Q4 		$2.72K Buy
+285
New +$2.79K ﹤0.01% 821

Other funds holding HLN

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Medallion Wealth Advisors's HLN Position: Q1 2026 in Review

Medallion Wealth Advisors held its Haleon (HLN) position steady in Q1 2026 at 110 shares worth $1.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1056.

Medallion Wealth Advisors first reported a position in HLN in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.9K in Q1 2025. 621 funds tracked by Wall St. Rank hold HLN as of Q1 2026.

  • Medallion Wealth Advisors held 110 shares of Haleon worth $1.1K as of Q1 2026.
  • Medallion Wealth Advisors left its Haleon share count unchanged in Q1 2026.
  • Haleon made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #1056 holding.
  • Medallion Wealth Advisors first reported a position in Haleon in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Haleon position peaked at $2.9K in Q1 2025.
  • 621 funds tracked by Wall St. Rank held Haleon as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.