PWG
HLN icon

Portside Wealth Group’s Haleon HLN Stock Holding History

Portside Wealth Group’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 		$150K Buy
+16,047
New +$149K 0.02% 504
2025
Q2 		– Sell
-12,377
Closed -$127K – 467
2025
Q1 		$127K Sell
12,377
-5,749
-32% -$56.6K 0.02% 418
2024
Q4 		$173K Sell
18,126
-28,877
-61% -$283K 0.03% 404
2024
Q3 		$497K Buy
47,003
+2,018
+4% +$19.5K 0.08% 226
2024
Q2 		$372K Buy
44,985
+1,182
+3% +$9.88K 0.07% 244
2024
Q1 		$372K Buy
43,803
+12,515
+40% +$105K 0.07% 247
2023
Q4 		$258K Buy
31,288
+3,843
+14% +$31.7K 0.05% 294
2023
Q3 		$229K Buy
27,445
+1,564
+6% +$13K 0.04% 294
2023
Q2 		$217K Buy
+25,881
New +$221K 0.04% 308

Other funds holding HLN

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Portside Wealth Group's HLN Position: Q2 2026 in Review

Portside Wealth Group opened a new position in Haleon (HLN) in Q2 2026: 16,047 shares worth $150K. The stake represents 0.02% of the portfolio and ranks #504 among its holdings. This is a return to the name: Portside Wealth Group previously reported a position in HLN as recently as Q1 2025.

Portside Wealth Group first reported a position in HLN in Q2 2023 and has held it in 9 quarters since. The position peaked at $497K in Q3 2024. 73 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Portside Wealth Group held 16,047 shares of Haleon worth $150K as of Q2 2026.
  • Haleon was a new Portside Wealth Group position in Q2 2026.
  • Haleon made up 0.02% of Portside Wealth Group's portfolio in Q2 2026, its #504 holding.
  • Portside Wealth Group first reported a position in Haleon in Q2 2023 and has held it in 9 quarters since.
  • Portside Wealth Group's Haleon position peaked at $497K in Q3 2024.
  • 73 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.