PWA
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Physician Wealth Advisors’s Haleon HLN Stock Holding History

Physician 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 		$5.5K Sell
590
-48
-8% -$446 ﹤0.01% 1049
2026
Q1 		$6.39K Buy
638
+45
+8% +$468 ﹤0.01% 932
2025
Q4 		$6K Buy
593
+178
+43% +$1.69K ﹤0.01% 919
2025
Q3 		$3.72K Sell
415
-377
-48% -$3.63K ﹤0.01% 1007
2025
Q2 		$8.21K Buy
792
+385
+95% +$4.06K ﹤0.01% 679
2025
Q1 		$4.18K Sell
407
-2,338
-85% -$23K ﹤0.01% 763
2024
Q4 		$26.2K Buy
+2,745
New +$26.9K ﹤0.01% 455

Other funds holding HLN

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
GF
Goodman Financial Houston, Texas $647M AUM 24.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.25B AUM 41.83% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

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

Physician Wealth Advisors reduced its Haleon (HLN) stake by 7.5% in Q2 2026, selling an estimated $446 and leaving 590 shares worth $5.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1049.

Physician Wealth Advisors first reported a position in HLN in Q4 2024 and has held it in 7 quarters since. The position peaked at $26.2K in Q4 2024. 265 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Physician Wealth Advisors held 590 shares of Haleon worth $5.5K as of Q2 2026.
  • Physician Wealth Advisors sold 48 Haleon shares in Q2 2026, an estimated $446.
  • Haleon made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1049 holding.
  • Physician Wealth Advisors first reported a position in Haleon in Q4 2024 and has held it in 7 quarters since.
  • Physician Wealth Advisors's Haleon position peaked at $26.2K in Q4 2024.
  • 265 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

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