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Strategic Wealth Partners’s Haleon HLN Stock Holding History

Strategic Wealth Partners’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 		$5K Sell
536
-51
-9% -$474 ﹤0.01% 1056
2026
Q1 		$5.88K Buy
587
+26
+5% +$270 ﹤0.01% 1004
2025
Q4 		$5.67K Sell
561
-754
-57% -$7.17K ﹤0.01% 1032
2025
Q3 		$11.8K Sell
1,315
-1,250
-49% -$12K ﹤0.01% 858
2025
Q2 		$26.6K Buy
+2,565
New +$27.1K ﹤0.01% 597
2024
Q3 		– Sell
-10,211
Closed -$84.3K – 297
2024
Q2 		$84.3K Buy
+10,211
New +$85.3K 0.01% 284

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

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

Strategic Wealth Partners reduced its Haleon (HLN) stake by 8.7% in Q2 2026, selling an estimated $474 and leaving 536 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1056.

Strategic Wealth Partners first reported a position in HLN in Q2 2024 and has held it in 6 quarters since. The position peaked at $84.3K in Q2 2024. 639 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Strategic Wealth Partners held 536 shares of Haleon worth $5K as of Q2 2026.
  • Strategic Wealth Partners sold 51 Haleon shares in Q2 2026, an estimated $474.
  • Haleon made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #1056 holding.
  • Strategic Wealth Partners first reported a position in Haleon in Q2 2024 and has held it in 6 quarters since.
  • Strategic Wealth Partners's Haleon position peaked at $84.3K in Q2 2024.
  • 639 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.