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Root Financial Partners’s Haleon HLN Stock Holding History

Root Financial Partners’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 		– Sell
-1,663
Closed -$16.6K – 1624
2026
Q1 		$16.6K Sell
1,663
-339
-17% -$3.53K ﹤0.01% 1428
2025
Q4 		$20.2K Buy
2,002
+454
+29% +$4.32K ﹤0.01% 1183
2025
Q3 		$13.9K Buy
+1,548
New +$14.9K ﹤0.01% 1293

Other funds holding HLN

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
GF
Goodman Financial Houston, Texas $647M AUM 24.17% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
TVPW
Third View Private Wealth Westport, Connecticut $814M AUM
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Root Financial Partners's HLN Position: Q2 2026 in Review

Root Financial Partners sold out of Haleon (HLN) in Q2 2026, closing a stake of 1,663 shares — an estimated $16.6K sold.

Root Financial Partners first reported a position in HLN in Q3 2025 and held it in 3 quarters. The position peaked at $20.2K in Q4 2025. 220 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Root Financial Partners reported no remaining Haleon position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,663 Haleon shares in Q2 2026, an estimated $16.6K.
  • Root Financial Partners first reported a position in Haleon in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Haleon position peaked at $20.2K in Q4 2025.
  • 220 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.