Opal Wealth Advisors’s Haleon HLN Stock Holding History

Opal 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	–	Sell	-3,431	Closed	-$34.3K	–	379
2026 Q1	$34.3K	Buy	+3,431	New	+$35.7K	0.01%	472
2025 Q3	–	Sell	-3,222	Closed	-$33.4K	–	341
2025 Q2	$33.4K	Buy	3,222 +378	+13%	+$3.99K	0.01%	450
2025 Q1	$29.3K	Buy	+2,844	New	+$28K	0.01%	447
2024 Q3	–	Sell	-1,982	Closed	-$16.4K	–	620
2024 Q2	$16.4K	Buy	+1,982	New	+$16.6K	0.01%	559

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

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

Opal Wealth Advisors sold out of Haleon (HLN) in Q2 2026, closing a stake of 3,431 shares — an estimated $34.3K sold.

Opal Wealth Advisors first reported a position in HLN in Q2 2024 and held it in 4 quarters. The position peaked at $34.3K in Q1 2026. 641 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

Opal Wealth Advisors reported no remaining Haleon position as of Q2 2026 after selling out during the quarter.
Opal Wealth Advisors sold 3,431 Haleon shares in Q2 2026, an estimated $34.3K.
Opal Wealth Advisors first reported a position in Haleon in Q2 2024 and held it in 4 quarters.
Opal Wealth Advisors's Haleon position peaked at $34.3K in Q1 2026.
641 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.