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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
Q2 		$102K Sell
10,926
-1,078
-9% -$10K 0.01% 857
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 $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

Pinnacle Wealth Planning Services's HLN Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Haleon (HLN) stake by 9% in Q2 2026, selling an estimated $10K and leaving 10,926 shares worth $102K. The position accounts for 0.01% of the portfolio, ranked #857.

Pinnacle Wealth Planning Services first reported a position in HLN in Q3 2025 and has held it in 4 quarters since. The position peaked at $122K in Q4 2025. 641 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Pinnacle Wealth Planning Services held 10,926 shares of Haleon worth $102K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 1,078 Haleon shares in Q2 2026, an estimated $10K.
  • Haleon made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #857 holding.
  • Pinnacle Wealth Planning Services first reported a position in Haleon in Q3 2025 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Haleon position peaked at $122K in Q4 2025.
  • 641 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.