MN Wealth Advisors’s Haleon HLN Stock Holding History

MN 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	$245K	Buy	26,274 +340	+1%	+$3.16K	0.1%	118
2026 Q1	$260K	Hold	25,934	–	–	0.13%	105
2025 Q4	$262K	Sell	25,934 -668	-3%	-$6.35K	0.13%	97
2025 Q3	$239K	Buy	26,602 +1,170	+5%	+$11.3K	0.13%	104
2025 Q2	$264K	Buy	25,432 +275	+1%	+$2.9K	0.15%	96
2025 Q1	$259K	Sell	25,157 -365	-1%	-$3.59K	0.15%	93
2024 Q4	$243K	Sell	25,522 -805	-3%	-$7.88K	0.14%	86
2024 Q3	$279K	Sell	26,327 -1,503	-5%	-$14.5K	0.16%	80
2024 Q2	$230K	Sell	27,830 -1,288	-4%	-$10.8K	0.13%	94
2024 Q1	$247K	Hold	29,118	–	–	0.15%	81
2023 Q4	$240K	Buy	+29,118	New	+$240K	0.17%	80

Other funds holding HLN

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

MN Wealth Advisors increased its Haleon (HLN) stake by 1.3% in Q2 2026, buying an estimated $3.16K and bringing the position to 26,274 shares worth $245K. The position accounts for 0.1% of the portfolio, ranked #118.

MN Wealth Advisors first reported a position in HLN in Q4 2023 and has held it in 11 quarters since. The position peaked at $279K in Q3 2024. 641 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

MN Wealth Advisors held 26,274 shares of Haleon worth $245K as of Q2 2026.
MN Wealth Advisors bought 340 Haleon shares in Q2 2026, an estimated $3.16K.
Haleon made up 0.1% of MN Wealth Advisors's portfolio in Q2 2026, its #118 holding.
MN Wealth Advisors first reported a position in Haleon in Q4 2023 and has held it in 11 quarters since.
MN Wealth Advisors's Haleon position peaked at $279K in Q3 2024.
641 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on MN Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.