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Triad Wealth Partners’s Haleon HLN Stock Holding History

Triad Wealth Partners’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 		$171K Buy
+17,425
New +$162K 0.01% 553
2024
Q3 		– Sell
-90
Closed -$743 – 413
2024
Q2 		$743 Buy
+90
New +$752 ﹤0.01% 900

Other funds holding HLN

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Triad Wealth Partners's HLN Position: Q2 2026 in Review

Triad Wealth Partners opened a new position in Haleon (HLN) in Q2 2026: 17,425 shares worth $171K. The stake represents 0.01% of the portfolio and ranks #553 among its holdings. This is a return to the name: Triad Wealth Partners previously reported a position in HLN as recently as Q2 2024.

Triad Wealth Partners first reported a position in HLN in Q2 2024 and has held it in 2 quarters since. 646 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Triad Wealth Partners held 17,425 shares of Haleon worth $171K as of Q2 2026.
  • Haleon was a new Triad Wealth Partners position in Q2 2026.
  • Haleon made up 0.01% of Triad Wealth Partners's portfolio in Q2 2026, its #553 holding.
  • Triad Wealth Partners first reported a position in Haleon in Q2 2024 and has held it in 2 quarters since.
  • 646 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.