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Retirement Wealth Solutions’s Haleon HLN Stock Holding History

Retirement Wealth Solutions’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 		$3.59K Sell
385
-8
-2% -$74 ﹤0.01% 413
2026
Q1 		$3.93K Buy
393
+225
+134% +$2.34K ﹤0.01% 366
2025
Q4 		$1.7K Buy
168
+66
+65% +$627 ﹤0.01% 489
2025
Q3 		$915 Buy
+102
New +$982 ﹤0.01% 580
2025
Q2 		– Sell
-101
Closed -$1.04K – 447
2025
Q1 		$1.04K Sell
101
-107
-51% -$1.05K ﹤0.01% 373
2024
Q4 		$1.89K Buy
+208
New +$2.04K ﹤0.01% 366

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

Retirement Wealth Solutions's HLN Position: Q2 2026 in Review

Retirement Wealth Solutions reduced its Haleon (HLN) stake by 2% in Q2 2026, selling an estimated $74 and leaving 385 shares worth $3.59K. The position accounts for ﹤0.01% of the portfolio, ranked #413.

Retirement Wealth Solutions first reported a position in HLN in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.93K in Q1 2026. 639 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Retirement Wealth Solutions held 385 shares of Haleon worth $3.59K as of Q2 2026.
  • Retirement Wealth Solutions sold 8 Haleon shares in Q2 2026, an estimated $74.
  • Haleon made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #413 holding.
  • Retirement Wealth Solutions first reported a position in Haleon in Q4 2024 and has held it in 6 quarters since.
  • Retirement Wealth Solutions's Haleon position peaked at $3.93K in Q1 2026.
  • 639 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.