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Nvest Wealth Strategies’s Haleon HLN Stock Holding History

Nvest Wealth Strategies’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 		$560 Hold
60
– – ﹤0.01% 267
2026
Q1 		$601 Hold
60
– – ﹤0.01% 263
2025
Q4 		$607 Buy
+60
New +$570 ﹤0.01% 200

Other funds holding HLN

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GF
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
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Nvest Wealth Strategies's HLN Position: Q2 2026 in Review

Nvest Wealth Strategies held its Haleon (HLN) position steady in Q2 2026 at 60 shares worth $560. The position accounts for ﹤0.01% of the portfolio, ranked #267.

Nvest Wealth Strategies first reported a position in HLN in Q4 2025 and has held it in 3 quarters since. The position peaked at $607 in Q4 2025. 357 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Nvest Wealth Strategies held 60 shares of Haleon worth $560 as of Q2 2026.
  • Nvest Wealth Strategies left its Haleon share count unchanged in Q2 2026.
  • Haleon made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #267 holding.
  • Nvest Wealth Strategies first reported a position in Haleon in Q4 2025 and has held it in 3 quarters since.
  • Nvest Wealth Strategies's Haleon position peaked at $607 in Q4 2025.
  • 357 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.