Resonant Capital Advisors’s Haleon HLN Stock Holding History

Resonant Capital Advisors’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	$227K	Sell	24,376 -7,498	-24%	-$69.7K	0.01%	482
2026 Q1	$319K	Buy	31,874 +5,428	+21%	+$56.5K	0.02%	377
2025 Q4	$267K	Buy	26,446 +2,997	+13%	+$28.5K	0.01%	364
2025 Q3	$210K	Sell	23,449 -5,983	-20%	-$57.6K	0.01%	413
2025 Q2	$305K	Buy	29,432 +1,761	+6%	+$18.6K	0.02%	325
2025 Q1	$285K	Buy	27,671 +6,933	+33%	+$68.2K	0.02%	300
2024 Q4	$198K	Buy	20,738 +1,641	+9%	+$16.1K	0.01%	341
2024 Q3	$202K	Sell	19,097 -749	-4%	-$7.24K	0.01%	347
2024 Q2	$164K	Buy	19,846 +1,334	+7%	+$11.1K	0.01%	335
2024 Q1	$159K	Buy	18,512 +51	+0.3%	+$426	0.01%	338
2023 Q4	$152K	Sell	18,461 -1,886	-9%	-$15.5K	0.01%	284
2023 Q3	$170K	Buy	20,347 +144	+0.7%	+$1.2K	0.02%	266
2023 Q2	$169K	Buy	+20,203	New	+$172K	0.02%	264

Other funds holding HLN

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Goodman Financial Houston, Texas $647M AUM 24.17% 1-Year Est. Return

CEI

Clark Estates Inc New York $434M AUM 15% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

Resonant Capital Advisors's HLN Position: Q2 2026 in Review

Resonant Capital Advisors reduced its Haleon (HLN) stake by 24% in Q2 2026, selling an estimated $69.7K and leaving 24,376 shares worth $227K. The position accounts for 0.01% of the portfolio, ranked #482.

Resonant Capital Advisors first reported a position in HLN in Q2 2023 and has held it in 13 quarters since. The position peaked at $319K in Q1 2026. 324 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

Resonant Capital Advisors held 24,376 shares of Haleon worth $227K as of Q2 2026.
Resonant Capital Advisors sold 7,498 Haleon shares in Q2 2026, an estimated $69.7K.
Haleon made up 0.01% of Resonant Capital Advisors's portfolio in Q2 2026, its #482 holding.
Resonant Capital Advisors first reported a position in Haleon in Q2 2023 and has held it in 13 quarters since.
Resonant Capital Advisors's Haleon position peaked at $319K in Q1 2026.
324 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.