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Pinnacle Wealth Planning Services’s Haleon HLN Stock Holding History

Pinnacle Wealth Planning 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
Q1 		$120K Sell
12,004
-94
-0.8% -$978 0.01% 704
2025
Q4 		$122K Buy
12,098
+1,715
+17% +$16.3K 0.01% 679
2025
Q3 		$93.1K Buy
+10,383
New +$100K 0.01% 471

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

Pinnacle Wealth Planning Services's HLN Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Haleon (HLN) stake by 0.78% in Q1 2026, selling an estimated $978 and leaving 12,004 shares worth $120K. The position accounts for 0.01% of the portfolio, ranked #704.

Pinnacle Wealth Planning Services first reported a position in HLN in Q3 2025 and has held it in 3 quarters since. The position peaked at $122K in Q4 2025. 620 funds tracked by Wall St. Rank hold HLN as of Q1 2026.

  • Pinnacle Wealth Planning Services held 12,004 shares of Haleon worth $120K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 94 Haleon shares in Q1 2026, an estimated $978.
  • Haleon made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #704 holding.
  • Pinnacle Wealth Planning Services first reported a position in Haleon in Q3 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Haleon position peaked at $122K in Q4 2025.
  • 620 funds tracked by Wall St. Rank held Haleon as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.