Plante Moran Financial Advisors’s Haleon HLN Stock Holding History

Plante Moran Financial 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	$597	Sell	64 -9	-12%	-$84	﹤0.01%	1072
2026 Q1	$731	Hold	73	–	–	﹤0.01%	676
2025 Q4	$738	Sell	73 -300	-80%	-$2.85K	﹤0.01%	754
2025 Q3	$3.35K	Hold	373	–	–	﹤0.01%	643
2025 Q2	$3.87K	Hold	373	–	–	﹤0.01%	646
2025 Q1	$3.84K	Hold	373	–	–	﹤0.01%	659
2024 Q4	$3.56K	Sell	373 -810	-68%	-$7.93K	﹤0.01%	734
2024 Q3	$12.5K	Buy	1,183 +300	+34%	+$2.9K	﹤0.01%	585
2024 Q2	$7.29K	Hold	883	–	–	﹤0.01%	610
2024 Q1	$7.5K	Hold	883	–	–	﹤0.01%	644
2023 Q4	$7.27K	Hold	883	–	–	﹤0.01%	599
2023 Q3	$7.36K	Hold	883	–	–	﹤0.01%	558
2023 Q2	$7.4K	Hold	883	–	–	﹤0.01%	587
2023 Q1	$7.19K	Hold	883	–	–	﹤0.01%	610
2022 Q4	$7.06K	Hold	883	–	–	﹤0.01%	627
2022 Q3	$5K	Buy	+883	New	+$5.71K	﹤0.01%	695

Other funds holding HLN

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goodman Financial Houston, Texas $647M AUM 24.17% 1-Year Est. Return

CEI

Clark Estates Inc New York $434M AUM 15% 1-Year Est. Return

Plante Moran Financial Advisors's HLN Position: Q2 2026 in Review

Plante Moran Financial Advisors reduced its Haleon (HLN) stake by 12% in Q2 2026, selling an estimated $84 and leaving 64 shares worth $597. The position accounts for ﹤0.01% of the portfolio, ranked #1072.

Plante Moran Financial Advisors first reported a position in HLN in Q3 2022 and has held it in 16 quarters since. The position peaked at $12.5K in Q3 2024. 371 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

Plante Moran Financial Advisors held 64 shares of Haleon worth $597 as of Q2 2026.
Plante Moran Financial Advisors sold 9 Haleon shares in Q2 2026, an estimated $84.
Haleon made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1072 holding.
Plante Moran Financial Advisors first reported a position in Haleon in Q3 2022 and has held it in 16 quarters since.
Plante Moran Financial Advisors's Haleon position peaked at $12.5K in Q3 2024.
371 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.