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 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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Toth Financial Advisory's HLN Position: Q2 2026 in Review

Toth Financial Advisory reduced its Haleon (HLN) stake by 8.8% in Q2 2026, selling an estimated $632 and leaving 705 shares worth $6.58K. The position accounts for ﹤0.01% of the portfolio, ranked #628.

Toth Financial Advisory first reported a position in HLN in Q3 2022 and has held it in 16 quarters since. The position peaked at $7.82K in Q4 2025. 639 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

Toth Financial Advisory held 705 shares of Haleon worth $6.58K as of Q2 2026.
Toth Financial Advisory sold 68 Haleon shares in Q2 2026, an estimated $632.
Haleon made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #628 holding.
Toth Financial Advisory first reported a position in Haleon in Q3 2022 and has held it in 16 quarters since.
Toth Financial Advisory's Haleon position peaked at $7.82K in Q4 2025.
639 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.