Prestige Wealth Management Group’s Haleon HLN Stock Holding History

Prestige Wealth Management 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	$933	Hold	100	–	–	﹤0.01%	926
2026 Q1	$1K	Hold	100	–	–	﹤0.01%	859
2025 Q4	$1.01K	Hold	100	–	–	﹤0.01%	870
2025 Q3	$897	Hold	100	–	–	﹤0.01%	864
2025 Q2	$1.04K	Hold	100	–	–	﹤0.01%	846
2025 Q1	$1.03K	Hold	100	–	–	﹤0.01%	850
2024 Q4	$954	Hold	100	–	–	﹤0.01%	887
2024 Q3	$1.06K	Hold	100	–	–	﹤0.01%	876
2024 Q2	$826	Sell	100 -100	-50%	-$836	﹤0.01%	853
2024 Q1	$1.7K	Hold	200	–	–	﹤0.01%	781
2023 Q4	$1.65K	Hold	200	–	–	﹤0.01%	784
2023 Q3	$1.68K	Hold	200	–	–	﹤0.01%	773
2023 Q2	$1.68K	Hold	200	–	–	﹤0.01%	798
2023 Q1	$1.64K	Hold	200	–	–	﹤0.01%	785
2022 Q4	$1.6K	Hold	200	–	–	﹤0.01%	879
2022 Q3	$1K	Buy	+200	New	+$1.29K	﹤0.01%	854

Other funds holding HLN

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Prestige Wealth Management Group's HLN Position: Q2 2026 in Review

Prestige Wealth Management Group held its Haleon (HLN) position steady in Q2 2026 at 100 shares worth $933. The position accounts for ﹤0.01% of the portfolio, ranked #926.

Prestige Wealth Management Group first reported a position in HLN in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.7K in Q1 2024. 641 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

Prestige Wealth Management Group held 100 shares of Haleon worth $933 as of Q2 2026.
Prestige Wealth Management Group left its Haleon share count unchanged in Q2 2026.
Haleon made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #926 holding.
Prestige Wealth Management Group first reported a position in Haleon in Q3 2022 and has held it in 16 quarters since.
Prestige Wealth Management Group's Haleon position peaked at $1.7K in Q1 2024.
641 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.