PAG
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Private Advisor Group’s Haleon HLN Stock Holding History

Private Advisor 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
2025
Q3 		– Sell
-1,000
Closed -$550 – 2623
2025
Q2 		$550 Buy
+1,000
New +$10.5K ﹤0.01% 2465

Other funds holding HLN

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
GF
Goodman Financial Houston, Texas $647M AUM 24.17% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
TVPW
Third View Private Wealth Westport, Connecticut $814M AUM
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Private Advisor Group's HLN Position: Q2 2026 in Review

Private Advisor Group reduced its Haleon (HLN) stake by 86% in Q2 2026, selling an estimated $1.76M and leaving 29,818 shares worth $278K. The position accounts for ﹤0.01% of the portfolio, ranked #2161.

Private Advisor Group first reported a position in HLN in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.19M in Q1 2026. 220 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Private Advisor Group held 29,818 shares of Haleon worth $278K as of Q2 2026.
  • Private Advisor Group sold 189,369 Haleon shares in Q2 2026, an estimated $1.76M.
  • Haleon made up ﹤0.01% of Private Advisor Group's portfolio in Q2 2026, its #2161 holding.
  • Private Advisor Group first reported a position in Haleon in Q3 2022 and has held it in 16 quarters since.
  • Private Advisor Group's Haleon position peaked at $2.19M in Q1 2026.
  • 220 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.