Third View Private Wealth’s Haleon HLN Stock Holding History

Third View Private Wealth’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	$3.85M	Buy	412,429 +50,007	+14%	+$465K	0.47%	45
2026 Q1	$3.63M	Buy	362,422 +20,042	+6%	+$209K	0.5%	48
2025 Q4	$3.46M	Buy	+342,380	New	+$3.25M	0.47%	46

Other funds holding HLN

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goodman Financial Houston, Texas $647M AUM 24.17% 1-Year Est. Return

CEI

Clark Estates Inc New York $434M AUM 15% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Third View Private Wealth's HLN Position: Q2 2026 in Review

Third View Private Wealth increased its Haleon (HLN) stake by 14% in Q2 2026, buying an estimated $465K and bringing the position to 412,429 shares worth $3.85M. The position accounts for 0.47% of the portfolio, ranked #45.

Third View Private Wealth first reported a position in HLN in Q4 2025 and has held it in 3 quarters since. 357 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

Third View Private Wealth held 412,429 shares of Haleon worth $3.85M as of Q2 2026.
Third View Private Wealth bought 50,007 Haleon shares in Q2 2026, an estimated $465K.
Haleon made up 0.47% of Third View Private Wealth's portfolio in Q2 2026, its #45 holding.
Third View Private Wealth first reported a position in Haleon in Q4 2025 and has held it in 3 quarters since.
357 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Third View Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.