Principia Wealth Advisory’s Haleon HLN Stock Holding History

Principia Wealth Advisory’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	$1.94K	Sell	208 -105	-34%	-$976	﹤0.01%	604
2026 Q1	$3.13K	Buy	313 +99	+46%	+$1.03K	﹤0.01%	400
2025 Q4	$2.16K	Buy	214 +10	+5%	+$95	﹤0.01%	441
2025 Q3	$1.83K	Buy	204 +126	+162%	+$1.21K	﹤0.01%	456
2025 Q2	$809	Buy	+78	New	+$823	﹤0.01%	626

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

Principia Wealth Advisory's HLN Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Haleon (HLN) stake by 34% in Q2 2026, selling an estimated $976 and leaving 208 shares worth $1.94K. The position accounts for ﹤0.01% of the portfolio, ranked #604.

Principia Wealth Advisory first reported a position in HLN in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.13K in Q1 2026. 639 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

Principia Wealth Advisory held 208 shares of Haleon worth $1.94K as of Q2 2026.
Principia Wealth Advisory sold 105 Haleon shares in Q2 2026, an estimated $976.
Haleon made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #604 holding.
Principia Wealth Advisory first reported a position in Haleon in Q2 2025 and has held it in 5 quarters since.
Principia Wealth Advisory's Haleon position peaked at $3.13K in Q1 2026.
639 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.