Mosley Wealth Management’s Haleon HLN Stock Holding History

Mosley 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	$2.57K	Buy	275 +49	+22%	+$456	﹤0.01%	480
2026 Q1	$2.03K	Buy	+226	New	+$2.35K	﹤0.01%	389

Other funds holding HLN

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goodman Financial Houston, Texas $647M AUM 24.17% 1-Year Est. Return

CEI

Clark Estates Inc New York $434M AUM 15% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Mosley Wealth Management increased its Haleon (HLN) stake by 22% in Q2 2026, buying an estimated $456 and bringing the position to 275 shares worth $2.57K. The position accounts for ﹤0.01% of the portfolio, ranked #480.

Mosley Wealth Management first reported a position in HLN in Q1 2026 and has held it in 2 quarters since. 357 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

Mosley Wealth Management held 275 shares of Haleon worth $2.57K as of Q2 2026.
Mosley Wealth Management bought 49 Haleon shares in Q2 2026, an estimated $456.
Haleon made up ﹤0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #480 holding.
Mosley Wealth Management first reported a position in Haleon in Q1 2026 and has held it in 2 quarters since.
357 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

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