Strategic Wealth Advisors’s Haleon HLN Stock Holding History

Strategic 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	$1K	Hold	150	–	–	﹤0.01%	252
2026 Q1	$1K	Hold	150	–	–	﹤0.01%	257
2025 Q4	$1K	Buy	+150	New	+$1.43K	﹤0.01%	252

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

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

Strategic Wealth Advisors held its Haleon (HLN) position steady in Q2 2026 at 150 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #252.

Strategic Wealth Advisors first reported a position in HLN in Q4 2025 and has held it in 3 quarters since. 638 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

Strategic Wealth Advisors held 150 shares of Haleon worth $1K as of Q2 2026.
Strategic Wealth Advisors left its Haleon share count unchanged in Q2 2026.
Haleon made up ﹤0.01% of Strategic Wealth Advisors's portfolio in Q2 2026, its #252 holding.
Strategic Wealth Advisors first reported a position in Haleon in Q4 2025 and has held it in 3 quarters since.
638 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Strategic Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.