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 Q3	$3.88M	Buy	431,501 +19,072	+5%	+$185K	0.46%	54
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

Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Third View Private Wealth's HLN Position: Q3 2026 in Review

Third View Private Wealth increased its Haleon (HLN) stake by 4.6% in Q3 2026, buying an estimated $185K and bringing the position to 431,501 shares worth $3.88M. The position accounts for 0.46% of the portfolio, ranked #54.

Third View Private Wealth first reported a position in HLN in Q4 2025 and has held it in 4 quarters since. 320 funds tracked by Wall St. Rank hold HLN as of Q3 2026.

Third View Private Wealth held 431,501 shares of Haleon worth $3.88M as of Q3 2026.
Third View Private Wealth bought 19,072 Haleon shares in Q3 2026, an estimated $185K.
Haleon made up 0.46% of Third View Private Wealth's portfolio in Q3 2026, its #54 holding.
Third View Private Wealth first reported a position in Haleon in Q4 2025 and has held it in 4 quarters since.
320 funds tracked by Wall St. Rank held Haleon as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.