SIC
HLN icon

Salem Investment Counselors’s Haleon HLN Stock Holding History

Salem Investment Counselors’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 		$85K Hold
9,114
– – ﹤0.01% 531
2026
Q1 		$91.2K Buy
+9,114
New +$94.8K ﹤0.01% 498
2025
Q4 		– Sell
-2,411
Closed -$21.6K – 713
2025
Q3 		$21.6K Hold
2,411
– – ﹤0.01% 732
2025
Q2 		$25K Sell
2,411
-612
-20% -$6.46K ﹤0.01% 690
2025
Q1 		$31.1K Buy
3,023
+612
+25% +$6.02K ﹤0.01% 653
2024
Q4 		$23K Sell
2,411
-217
-8% -$2.12K ﹤0.01% 701
2024
Q3 		$27.8K Buy
2,628
+17
+0.7% +$164 ﹤0.01% 693
2024
Q2 		$21.6K Sell
2,611
-350
-12% -$2.92K ﹤0.01% 712
2024
Q1 		$25.1K Buy
2,961
+350
+13% +$2.92K ﹤0.01% 677
2023
Q4 		$21.5K Buy
2,611
+50
+2% +$412 ﹤0.01% 685
2023
Q3 		$21.3K Hold
2,561
– – ﹤0.01% 662
2023
Q2 		$21.5K Hold
2,561
– – ﹤0.01% 681
2023
Q1 		$21K Sell
2,561
-375
-13% -$2.99K ﹤0.01% 681
2022
Q4 		$23.5K Sell
2,936
-3,522
-55% -$24K ﹤0.01% 634
2022
Q3 		$39K Buy
+6,458
New +$41.8K ﹤0.01% 517

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 22.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
GF
Goodman Financial Houston, Texas $647M AUM 24.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.25B AUM 41.83% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

Salem Investment Counselors's HLN Position: Q2 2026 in Review

Salem Investment Counselors held its Haleon (HLN) position steady in Q2 2026 at 9,114 shares worth $85K. The position accounts for ﹤0.01% of the portfolio, ranked #531.

Salem Investment Counselors first reported a position in HLN in Q3 2022 and has held it in 15 quarters since. The position peaked at $91.2K in Q1 2026. 282 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Salem Investment Counselors held 9,114 shares of Haleon worth $85K as of Q2 2026.
  • Salem Investment Counselors left its Haleon share count unchanged in Q2 2026.
  • Haleon made up ﹤0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #531 holding.
  • Salem Investment Counselors first reported a position in Haleon in Q3 2022 and has held it in 15 quarters since.
  • Salem Investment Counselors's Haleon position peaked at $91.2K in Q1 2026.
  • 282 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.