PWM
HLN icon

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
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 $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Perigon Wealth Management's HLN Position: Q1 2026 in Review

Perigon Wealth Management increased its Haleon (HLN) stake by 8.1% in Q1 2026, buying an estimated $8.97K and bringing the position to 11,514 shares worth $115K. The position accounts for ﹤0.01% of the portfolio, ranked #1254.

Perigon Wealth Management first reported a position in HLN in Q1 2023 and has held it in 6 quarters since. 619 funds tracked by Wall St. Rank hold HLN as of Q1 2026.

  • Perigon Wealth Management held 11,514 shares of Haleon worth $115K as of Q1 2026.
  • Perigon Wealth Management bought 862 Haleon shares in Q1 2026, an estimated $8.97K.
  • Haleon made up ﹤0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #1254 holding.
  • Perigon Wealth Management first reported a position in Haleon in Q1 2023 and has held it in 6 quarters since.
  • 619 funds tracked by Wall St. Rank held Haleon as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.