Pacific Center for Financial Services’s Haleon HLN Stock Holding History

Pacific Center for Financial Services’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 Q3	$1.3K	Hold	144	–	–	﹤0.01%	451
2026 Q2	$1.34K	Hold	144	–	–	﹤0.01%	447
2026 Q1	$1.44K	Hold	144	–	–	﹤0.01%	448
2025 Q4	$1.29K	Hold	144	–	–	﹤0.01%	429
2025 Q3	$1.29K	Hold	144	–	–	﹤0.01%	429
2025 Q2	$1.49K	Hold	144	–	–	﹤0.01%	411
2025 Q1	$1.48K	Hold	144	–	–	﹤0.01%	417
2024 Q4	$1.37K	Hold	144	–	–	﹤0.01%	423
2024 Q3	$1.52K	Hold	144	–	–	﹤0.01%	417
2024 Q2	$1.19K	Hold	144	–	–	﹤0.01%	419
2024 Q1	$1.22K	Hold	144	–	–	﹤0.01%	424
2023 Q4	$1.19K	Hold	144	–	–	﹤0.01%	358
2023 Q3	$1.2K	Hold	144	–	–	﹤0.01%	374
2023 Q2	$1.21K	Hold	144	–	–	﹤0.01%	364
2023 Q1	$1.17K	Buy	+144	New	+$1.15K	﹤0.01%	364
2022 Q3	$1K	Buy	+144	New	+$932	﹤0.01%	375

Other funds holding HLN

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

EPAM

Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

BTWM

Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Pacific Center for Financial Services's HLN Position: Q3 2026 in Review

Pacific Center for Financial Services held its Haleon (HLN) position steady in Q3 2026 at 144 shares worth $1.3K. The position accounts for ﹤0.01% of the portfolio, ranked #451.

Pacific Center for Financial Services first reported a position in HLN in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.52K in Q3 2024. 61 funds tracked by Wall St. Rank hold HLN as of Q3 2026.

Pacific Center for Financial Services held 144 shares of Haleon worth $1.3K as of Q3 2026.
Pacific Center for Financial Services left its Haleon share count unchanged in Q3 2026.
Haleon made up ﹤0.01% of Pacific Center for Financial Services's portfolio in Q3 2026, its #451 holding.
Pacific Center for Financial Services first reported a position in Haleon in Q3 2022 and has held it in 16 quarters since.
Pacific Center for Financial Services's Haleon position peaked at $1.52K in Q3 2024.
61 funds tracked by Wall St. Rank held Haleon as of Q3 2026.

Based on Pacific Center for Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.