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Spire Wealth Management’s Haleon HLN Stock Holding History

Spire 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 		$40.7K Buy
4,358
+344
+9% +$3.2K ﹤0.01% 1231
2026
Q1 		$40.2K Sell
4,014
-135
-3% -$1.41K ﹤0.01% 1229
2025
Q4 		$41.9K Buy
4,149
+360
+10% +$3.42K ﹤0.01% 1240
2025
Q3 		$34K Sell
3,789
-31
-0.8% -$299 ﹤0.01% 1355
2025
Q2 		$39.6K Buy
3,820
+67
+2% +$707 ﹤0.01% 1285
2025
Q1 		$38.6K Sell
3,753
-387
-9% -$3.81K ﹤0.01% 1377
2024
Q4 		$39.5K Buy
+4,140
New +$40.5K ﹤0.01% 1373

Other funds holding HLN

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Spire Wealth Management increased its Haleon (HLN) stake by 8.6% in Q2 2026, buying an estimated $3.2K and bringing the position to 4,358 shares worth $40.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1231.

Spire Wealth Management first reported a position in HLN in Q4 2024 and has held it in 7 quarters since. The position peaked at $41.9K in Q4 2025. 639 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Spire Wealth Management held 4,358 shares of Haleon worth $40.7K as of Q2 2026.
  • Spire Wealth Management bought 344 Haleon shares in Q2 2026, an estimated $3.2K.
  • Haleon made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1231 holding.
  • Spire Wealth Management first reported a position in Haleon in Q4 2024 and has held it in 7 quarters since.
  • Spire Wealth Management's Haleon position peaked at $41.9K in Q4 2025.
  • 639 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.