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Sound Income Strategies’s Haleon HLN Stock Holding History

Sound Income Strategies’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
-2,733
Closed -$27.2K – 1298
2026
Q1 		$27.2K Buy
2,733
+687
+34% +$7.15K ﹤0.01% 1060
2025
Q4 		$20.1K Buy
2,046
+402
+24% +$3.82K ﹤0.01% 1151
2025
Q3 		$14.8K Sell
1,644
-3
-0.2% -$29 ﹤0.01% 889
2025
Q2 		$17.1K Buy
1,647
+361
+28% +$3.81K ﹤0.01% 786
2025
Q1 		$13.2K Hold
1,286
– – ﹤0.01% 825
2024
Q4 		$12.3K Sell
1,286
-224
-15% -$2.19K ﹤0.01% 791
2024
Q3 		$16K Buy
1,510
+887
+142% +$8.58K ﹤0.01% 687
2024
Q2 		$5.15K Sell
623
-69
-10% -$577 ﹤0.01% 937
2024
Q1 		$5.88K Hold
692
– – ﹤0.01% 875
2023
Q4 		$5.7K Buy
692
+273
+65% +$2.25K ﹤0.01% 867
2023
Q3 		$3.49K Buy
+419
New +$3.49K ﹤0.01% 815

Other funds holding HLN

ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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

Sound Income Strategies's HLN Position: Q2 2026 in Review

Sound Income Strategies sold out of Haleon (HLN) in Q2 2026, closing a stake of 2,733 shares — an estimated $27.2K sold.

Sound Income Strategies first reported a position in HLN in Q3 2023 and held it in 11 quarters. The position peaked at $27.2K in Q1 2026. 516 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Sound Income Strategies reported no remaining Haleon position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 2,733 Haleon shares in Q2 2026, an estimated $27.2K.
  • Sound Income Strategies first reported a position in Haleon in Q3 2023 and held it in 11 quarters.
  • Sound Income Strategies's Haleon position peaked at $27.2K in Q1 2026.
  • 516 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.