SOA Wealth Advisors’s Haleon HLN Stock Holding History

SOA Wealth Advisors’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	$1.87K	Sell	200 -65	-25%	-$604	﹤0.01%	772
2026 Q1	$2.65K	Sell	265 -1,070	-80%	-$11.1K	﹤0.01%	695
2025 Q4	$13.5K	Sell	1,335 -1,770	-57%	-$16.8K	﹤0.01%	559
2025 Q3	$27.9K	Buy	3,105 +1,170	+60%	+$11.3K	﹤0.01%	464
2025 Q2	$20.1K	Hold	1,935	–	–	﹤0.01%	504
2025 Q1	$19.9K	Hold	1,935	–	–	﹤0.01%	477
2024 Q4	$18.5K	Hold	1,935	–	–	﹤0.01%	465
2024 Q3	$20.5K	Hold	1,935	–	–	﹤0.01%	447
2024 Q2	$16K	Sell	1,935 -94	-5%	-$786	﹤0.01%	471
2024 Q1	$17.2K	Hold	2,029	–	–	﹤0.01%	463
2023 Q4	$16.7K	Hold	2,029	–	–	﹤0.01%	454
2023 Q3	$16.9K	Sell	2,029 -200	-9%	-$1.67K	﹤0.01%	451
2023 Q2	$18.7K	Hold	2,229	–	–	﹤0.01%	443
2023 Q1	$18.1K	Hold	2,229	–	–	﹤0.01%	441
2022 Q4	$17.8K	Buy	+2,229	New	+$15.2K	﹤0.01%	425

Other funds holding HLN

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SOA Wealth Advisors's HLN Position: Q2 2026 in Review

SOA Wealth Advisors reduced its Haleon (HLN) stake by 25% in Q2 2026, selling an estimated $604 and leaving 200 shares worth $1.87K. The position accounts for ﹤0.01% of the portfolio, ranked #772.

SOA Wealth Advisors first reported a position in HLN in Q4 2022 and has held it in 15 quarters since. The position peaked at $27.9K in Q3 2025. 639 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

SOA Wealth Advisors held 200 shares of Haleon worth $1.87K as of Q2 2026.
SOA Wealth Advisors sold 65 Haleon shares in Q2 2026, an estimated $604.
Haleon made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #772 holding.
SOA Wealth Advisors first reported a position in Haleon in Q4 2022 and has held it in 15 quarters since.
SOA Wealth Advisors's Haleon position peaked at $27.9K in Q3 2025.
639 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.