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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
Q2 		$4.29K Buy
460
+350
+318% +$3.25K ﹤0.01% 884
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 $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

Medallion Wealth Advisors's HLN Position: Q2 2026 in Review

Medallion Wealth Advisors increased its Haleon (HLN) stake by 318% in Q2 2026, buying an estimated $3.25K and bringing the position to 460 shares worth $4.29K. The position accounts for ﹤0.01% of the portfolio, ranked #884.

Medallion Wealth Advisors first reported a position in HLN in Q4 2024 and has held it in 7 quarters since. 643 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Medallion Wealth Advisors held 460 shares of Haleon worth $4.29K as of Q2 2026.
  • Medallion Wealth Advisors bought 350 Haleon shares in Q2 2026, an estimated $3.25K.
  • Haleon made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #884 holding.
  • Medallion Wealth Advisors first reported a position in Haleon in Q4 2024 and has held it in 7 quarters since.
  • 643 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.