SWP
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Sagespring Wealth Partners’s Haleon HLN Stock Holding History

Sagespring Wealth 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 		$136K Sell
14,537
-385
-3% -$3.58K ﹤0.01% 837
2026
Q1 		$149K Buy
14,922
+1,861
+14% +$19.4K ﹤0.01% 781
2025
Q4 		$132K Buy
+13,061
New +$124K ﹤0.01% 775
2025
Q3 		– Sell
-16,562
Closed -$172K – 750
2025
Q2 		$172K Buy
+16,562
New +$175K ﹤0.01% 699

Other funds holding HLN

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GF
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

Sagespring Wealth Partners's HLN Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its Haleon (HLN) stake by 2.6% in Q2 2026, selling an estimated $3.58K and leaving 14,537 shares worth $136K. The position accounts for ﹤0.01% of the portfolio, ranked #837.

Sagespring Wealth Partners first reported a position in HLN in Q2 2025 and has held it in 4 quarters since. The position peaked at $172K in Q2 2025. 387 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Sagespring Wealth Partners held 14,537 shares of Haleon worth $136K as of Q2 2026.
  • Sagespring Wealth Partners sold 385 Haleon shares in Q2 2026, an estimated $3.58K.
  • Haleon made up ﹤0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #837 holding.
  • Sagespring Wealth Partners first reported a position in Haleon in Q2 2025 and has held it in 4 quarters since.
  • Sagespring Wealth Partners's Haleon position peaked at $172K in Q2 2025.
  • 387 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.