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 Q3	$2.78K	Sell	309 -76	-20%	-$739	﹤0.01%	526
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

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 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

KFP

Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

Retirement Wealth Solutions's HLN Position: Q3 2026 in Review

Retirement Wealth Solutions reduced its Haleon (HLN) stake by 20% in Q3 2026, selling an estimated $739 and leaving 309 shares worth $2.78K. The position accounts for ﹤0.01% of the portfolio, ranked #526.

Retirement Wealth Solutions first reported a position in HLN in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.93K in Q1 2026. 25 funds tracked by Wall St. Rank hold HLN as of Q3 2026.

Retirement Wealth Solutions held 309 shares of Haleon worth $2.78K as of Q3 2026.
Retirement Wealth Solutions sold 76 Haleon shares in Q3 2026, an estimated $739.
Haleon made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #526 holding.
Retirement Wealth Solutions first reported a position in Haleon in Q4 2024 and has held it in 7 quarters since.
Retirement Wealth Solutions's Haleon position peaked at $3.93K in Q1 2026.
25 funds tracked by Wall St. Rank held Haleon as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.