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Resurgent Financial Advisors’s Haleon HLN Stock Holding History

Resurgent Financial 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 		$99.1K Buy
+10,622
New +$98.8K 0.03% 300
2023
Q1 		– Sell
-3,666
Closed -$29.3K – 548
2022
Q4 		$29.3K Buy
+3,666
New +$24.9K 0.02% 534

Other funds holding HLN

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Resurgent Financial Advisors's HLN Position: Q2 2026 in Review

Resurgent Financial Advisors opened a new position in Haleon (HLN) in Q2 2026: 10,622 shares worth $99.1K. The stake represents 0.03% of the portfolio and ranks #300 among its holdings. This is a return to the name: Resurgent Financial Advisors previously reported a position in HLN as recently as Q4 2022.

Resurgent Financial Advisors first reported a position in HLN in Q4 2022 and has held it in 2 quarters since. 646 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Resurgent Financial Advisors held 10,622 shares of Haleon worth $99.1K as of Q2 2026.
  • Haleon was a new Resurgent Financial Advisors position in Q2 2026.
  • Haleon made up 0.03% of Resurgent Financial Advisors's portfolio in Q2 2026, its #300 holding.
  • Resurgent Financial Advisors first reported a position in Haleon in Q4 2022 and has held it in 2 quarters since.
  • 646 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.