PWM
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Perigon Wealth Management’s Haleon HLN Stock Holding History

Perigon 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 		$98.4K Sell
10,544
-970
-8% -$9.02K ﹤0.01% 1402
2026
Q1 		$115K Buy
11,514
+862
+8% +$8.97K ﹤0.01% 1254
2025
Q4 		$108K Buy
+10,652
New +$101K ﹤0.01% 1284
2024
Q2 		– Sell
-13,221
Closed -$112K – 886
2024
Q1 		$112K Buy
+13,221
New +$111K ﹤0.01% 830
2023
Q4 		– Sell
-10,776
Closed -$89.8K – 856
2023
Q3 		$89.8K Sell
10,776
-813
-7% -$6.77K ﹤0.01% 759
2023
Q2 		$97.1K Buy
11,589
+85
+0.7% +$725 ﹤0.01% 756
2023
Q1 		$93.6K Buy
+11,504
New +$91.7K 0.01% 685

Other funds holding HLN

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Perigon Wealth Management reduced its Haleon (HLN) stake by 8.4% in Q2 2026, selling an estimated $9.02K and leaving 10,544 shares worth $98.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1402.

Perigon Wealth Management first reported a position in HLN in Q1 2023 and has held it in 7 quarters since. The position peaked at $115K in Q1 2026. 641 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Perigon Wealth Management held 10,544 shares of Haleon worth $98.4K as of Q2 2026.
  • Perigon Wealth Management sold 970 Haleon shares in Q2 2026, an estimated $9.02K.
  • Haleon made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1402 holding.
  • Perigon Wealth Management first reported a position in Haleon in Q1 2023 and has held it in 7 quarters since.
  • Perigon Wealth Management's Haleon position peaked at $115K in Q1 2026.
  • 641 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.