Raffa Wealth Management’s Haleon HLN Stock Holding History

Raffa 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 Q2	$3.43K	Hold	368	–	–	﹤0.01%	684
2026 Q1	$3.68K	Hold	368	–	–	﹤0.01%	611
2025 Q4	$3.72K	Hold	368	–	–	﹤0.01%	578
2025 Q3	$3.3K	Hold	368	–	–	﹤0.01%	581
2025 Q2	$3.82K	Hold	368	–	–	﹤0.01%	551
2025 Q1	$3.79K	Hold	368	–	–	﹤0.01%	481
2024 Q4	$3.51K	Buy	368 +334	+982%	+$3.27K	﹤0.01%	523
2024 Q3	$360	Hold	34	–	–	﹤0.01%	1019
2024 Q2	$281	Hold	34	–	–	﹤0.01%	1104
2024 Q1	$289	Hold	34	–	–	﹤0.01%	1084
2023 Q4	$280	Hold	34	–	–	﹤0.01%	1018
2023 Q3	$283	Hold	34	–	–	﹤0.01%	1005
2023 Q2	$285	Sell	34 -185	-84%	-$1.58K	﹤0.01%	1017
2023 Q1	$1.78K	Hold	219	–	–	﹤0.01%	638
2022 Q4	$1.75K	Sell	219 -184	-46%	-$1.25K	﹤0.01%	630
2022 Q3	$2.45K	Buy	+403	New	+$2.61K	﹤0.01%	537

Other funds holding HLN

Dodge & Cox San Francisco, California $191B AUM 17.5% 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

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

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Raffa Wealth Management's HLN Position: Q2 2026 in Review

Raffa Wealth Management held its Haleon (HLN) position steady in Q2 2026 at 368 shares worth $3.43K. The position accounts for ﹤0.01% of the portfolio, ranked #684.

Raffa Wealth Management first reported a position in HLN in Q3 2022 and has held it in 16 quarters since. The position peaked at $3.82K in Q2 2025. 610 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

Raffa Wealth Management held 368 shares of Haleon worth $3.43K as of Q2 2026.
Raffa Wealth Management left its Haleon share count unchanged in Q2 2026.
Haleon made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #684 holding.
Raffa Wealth Management first reported a position in Haleon in Q3 2022 and has held it in 16 quarters since.
Raffa Wealth Management's Haleon position peaked at $3.82K in Q2 2025.
610 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.