SWM
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SHP Wealth Management’s Haleon HLN Stock Holding History

SHP Wealth Management’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 		$8.52K Sell
913
-98
-10% -$911 ﹤0.01% 1025
2026
Q1 		$10.1K Sell
1,011
-164
-14% -$1.71K ﹤0.01% 891
2025
Q4 		$11.9K Buy
+1,175
New +$11.2K ﹤0.01% 790

Other funds holding HLN

N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
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

SHP Wealth Management's HLN Position: Q2 2026 in Review

SHP Wealth Management reduced its Haleon (HLN) stake by 9.7% in Q2 2026, selling an estimated $911 and leaving 913 shares worth $8.52K. The position accounts for ﹤0.01% of the portfolio, ranked #1025.

SHP Wealth Management first reported a position in HLN in Q4 2025 and has held it in 3 quarters since. The position peaked at $11.9K in Q4 2025. 394 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • SHP Wealth Management held 913 shares of Haleon worth $8.52K as of Q2 2026.
  • SHP Wealth Management sold 98 Haleon shares in Q2 2026, an estimated $911.
  • Haleon made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1025 holding.
  • SHP Wealth Management first reported a position in Haleon in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Haleon position peaked at $11.9K in Q4 2025.
  • 394 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.