PWM
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Proathlete Wealth Management’s Haleon HLN Stock Holding History

Proathlete Wealth Management’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
Q3 		$24.6K Buy
+2,737
New +$26.6K 0.01% 204
2026
Q1 		– Sell
-81
Closed -$818 – 298
2025
Q4 		$818 Buy
+81
New +$770 ﹤0.01% 286

Other funds holding HLN

Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return
EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Proathlete Wealth Management's HLN Position: Q3 2026 in Review

Proathlete Wealth Management opened a new position in Haleon (HLN) in Q3 2026: 2,737 shares worth $24.6K. The stake represents 0.01% of the portfolio and ranks #204 among its holdings. This is a return to the name: Proathlete Wealth Management previously reported a position in HLN as recently as Q4 2025.

Proathlete Wealth Management first reported a position in HLN in Q4 2025 and has held it in 2 quarters since. 61 funds tracked by Wall St. Rank hold HLN as of Q3 2026.

  • Proathlete Wealth Management held 2,737 shares of Haleon worth $24.6K as of Q3 2026.
  • Haleon was a new Proathlete Wealth Management position in Q3 2026.
  • Haleon made up 0.01% of Proathlete Wealth Management's portfolio in Q3 2026, its #204 holding.
  • Proathlete Wealth Management first reported a position in Haleon in Q4 2025 and has held it in 2 quarters since.
  • 61 funds tracked by Wall St. Rank held Haleon as of Q3 2026.

Based on Proathlete Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.