Toth Financial Advisory’s Haleon HLN Stock Holding History

Toth Financial Advisory’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	$7.96K	Buy	884 +179	+25%	+$1.74K	﹤0.01%	612
2026 Q2	$6.58K	Sell	705 -68	-9%	-$632	﹤0.01%	628
2026 Q1	$7.74K	Hold	773	–	–	﹤0.01%	590
2025 Q4	$7.82K	Buy	773 +68	+10%	+$646	﹤0.01%	585
2025 Q3	$6.32K	Hold	705	–	–	﹤0.01%	584
2025 Q2	$7.31K	Hold	705	–	–	﹤0.01%	522
2025 Q1	$7.25K	Hold	705	–	–	﹤0.01%	487
2024 Q4	$6.73K	Hold	705	–	–	﹤0.01%	487
2024 Q3	$7.46K	Hold	705	–	–	﹤0.01%	480
2024 Q2	$5.82K	Hold	705	–	–	﹤0.01%	514
2024 Q1	$5.99K	Sell	705 -40	-5%	-$334	﹤0.01%	506
2023 Q4	$6.13K	Hold	745	–	–	﹤0.01%	505
2023 Q3	$6.21K	Hold	745	–	–	﹤0.01%	502
2023 Q2	$6.24K	Hold	745	–	–	﹤0.01%	527
2023 Q1	$6.07K	Hold	745	–	–	﹤0.01%	518
2022 Q4	$5.96K	Hold	745	–	–	﹤0.01%	486
2022 Q3	$5K	Buy	+745	New	+$4.82K	﹤0.01%	544

Other funds holding HLN

DLA

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

BTWM

Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

KFP

Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

Toth Financial Advisory's HLN Position: Q3 2026 in Review

Toth Financial Advisory increased its Haleon (HLN) stake by 25% in Q3 2026, buying an estimated $1.74K and bringing the position to 884 shares worth $7.96K. The position accounts for ﹤0.01% of the portfolio, ranked #612.

Toth Financial Advisory first reported a position in HLN in Q3 2022 and has held it in 17 quarters since. 25 funds tracked by Wall St. Rank hold HLN as of Q3 2026.

Toth Financial Advisory held 884 shares of Haleon worth $7.96K as of Q3 2026.
Toth Financial Advisory bought 179 Haleon shares in Q3 2026, an estimated $1.74K.
Haleon made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #612 holding.
Toth Financial Advisory first reported a position in Haleon in Q3 2022 and has held it in 17 quarters since.
25 funds tracked by Wall St. Rank held Haleon as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.