TWP
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Tempus Wealth Planning’s Haleon HLN Stock Holding History

Tempus Wealth Planning’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
-54,779
Closed -$548K – 291
2026
Q1 		$548K Buy
54,779
+1,217
+2% +$12.7K 0.13% 169
2025
Q4 		$542K Sell
53,562
-751
-1% -$7.14K 0.12% 169
2025
Q3 		$487K Buy
54,313
+1,044
+2% +$10.1K 0.11% 182
2025
Q2 		$552K Sell
53,269
-528
-1% -$5.57K 0.14% 158
2025
Q1 		$554K Sell
53,797
-2,886
-5% -$28.4K 0.17% 139
2024
Q4 		$541K Sell
56,683
-659
-1% -$6.45K 0.17% 135
2024
Q3 		$607K Sell
57,342
-47
-0.1% -$454 0.22% 109
2024
Q2 		$474K Buy
57,389
+2,576
+5% +$21.5K 0.2% 115
2024
Q1 		$465K Buy
54,813
+2,136
+4% +$17.9K 0.2% 118
2023
Q4 		$434K Sell
52,677
-3,439
-6% -$28.3K 0.19% 114
2023
Q3 		$467K Sell
56,116
-2,186
-4% -$18.2K 0.23% 91
2023
Q2 		$489K Sell
58,302
-5,335
-8% -$45.5K 0.22% 106
2023
Q1 		$518K Sell
63,637
-7,162
-10% -$57.1K 0.25% 94
2022
Q4 		$566K Sell
70,799
-7,348
-9% -$50K 0.34% 87
2022
Q3 		$476K Buy
+78,147
New +$506K 0.32% 87

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

Tempus Wealth Planning's HLN Position: Q2 2026 in Review

Tempus Wealth Planning sold out of Haleon (HLN) in Q2 2026, closing a stake of 54,779 shares — an estimated $548K sold.

Tempus Wealth Planning first reported a position in HLN in Q3 2022 and held it in 15 quarters. The position peaked at $607K in Q3 2024. 639 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Tempus Wealth Planning reported no remaining Haleon position as of Q2 2026 after selling out during the quarter.
  • Tempus Wealth Planning sold 54,779 Haleon shares in Q2 2026, an estimated $548K.
  • Tempus Wealth Planning first reported a position in Haleon in Q3 2022 and held it in 15 quarters.
  • Tempus Wealth Planning's Haleon position peaked at $607K in Q3 2024.
  • 639 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.