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Tepp RIA’s Haleon HLN Stock Holding History

Tepp RIA’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
Q3 		$183K Buy
20,280
+8,529
+73% +$82.9K 0.13% 51
2026
Q2 		$110K Buy
11,751
+261
+2% +$2.43K 0.07% 49
2026
Q1 		$115K Buy
+11,490
New +$120K 0.09% 41

Other funds holding HLN

Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Archford Capital Strategies
Archford Capital Strategies Swansea, Illinois $1.01B AUM 23.17% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Euro Pacific Asset Management
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Tepp RIA's HLN Position: Q3 2026 in Review

Tepp RIA increased its Haleon (HLN) stake by 73% in Q3 2026, buying an estimated $82.9K and bringing the position to 20,280 shares worth $183K. The position accounts for 0.13% of the portfolio, ranked #51.

Tepp RIA first reported a position in HLN in Q1 2026 and has held it in 3 quarters since. 81 funds tracked by Wall St. Rank hold HLN as of Q3 2026.

  • Tepp RIA held 20,280 shares of Haleon worth $183K as of Q3 2026.
  • Tepp RIA bought 8,529 Haleon shares in Q3 2026, an estimated $82.9K.
  • Haleon made up 0.13% of Tepp RIA's portfolio in Q3 2026, its #51 holding.
  • Tepp RIA first reported a position in Haleon in Q1 2026 and has held it in 3 quarters since.
  • 81 funds tracked by Wall St. Rank held Haleon as of Q3 2026.

Based on Tepp RIA's 13F filing for Q3 2026, filed 14 Oct 2026.