Pacific Excel Wealth Advisors’s Haleon HLN Stock Holding History

Pacific Excel 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	$209K	Buy	+22,348	New	+$208K	0.08%	218

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

Pacific Excel Wealth Advisors's HLN Position: Q2 2026 in Review

Pacific Excel Wealth Advisors opened a new position in Haleon (HLN) in Q2 2026: 22,348 shares worth $209K. The stake represents 0.08% of the portfolio and ranks #218 among its holdings.

639 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

Pacific Excel Wealth Advisors held 22,348 shares of Haleon worth $209K as of Q2 2026.
Haleon was a new Pacific Excel Wealth Advisors position in Q2 2026.
Haleon made up 0.08% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #218 holding.
639 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.