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True Wealth Design’s Haleon HLN Stock Holding History

True Wealth Design’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 		$11.6K Buy
1,239
+655
+112% +$6.09K ﹤0.01% 1015
2026
Q1 		$5.85K Sell
584
-126
-18% -$1.31K ﹤0.01% 1145
2025
Q4 		$7.18K Buy
710
+87
+14% +$827 ﹤0.01% 963
2025
Q3 		$5.59K Buy
623
+510
+451% +$4.91K ﹤0.01% 1042
2025
Q2 		$1.17K Hold
113
– – ﹤0.01% 1406
2025
Q1 		$1.16K Sell
113
-6
-5% -$59 ﹤0.01% 1218
2024
Q4 		$1.14K Buy
119
+21
+21% +$205 ﹤0.01% 899
2024
Q3 		$1.04K Hold
98
– – ﹤0.01% 966
2024
Q2 		$810 Buy
98
+25
+34% +$209 ﹤0.01% 557
2024
Q1 		$620 Buy
73
+30
+70% +$251 ﹤0.01% 584
2023
Q4 		$354 Hold
43
– – ﹤0.01% 570
2023
Q3 		$359 Hold
43
– – ﹤0.01% 511
2023
Q2 		$361 Hold
43
– – ﹤0.01% 529
2023
Q1 		$351 Sell
43
-5
-10% -$40 ﹤0.01% 607
2022
Q4 		$384 Buy
+48
New +$327 ﹤0.01% 523

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

True Wealth Design's HLN Position: Q2 2026 in Review

True Wealth Design increased its Haleon (HLN) stake by 112% in Q2 2026, buying an estimated $6.09K and bringing the position to 1,239 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1015.

True Wealth Design first reported a position in HLN in Q4 2022 and has held it in 15 quarters since. 639 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • True Wealth Design held 1,239 shares of Haleon worth $11.6K as of Q2 2026.
  • True Wealth Design bought 655 Haleon shares in Q2 2026, an estimated $6.09K.
  • Haleon made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1015 holding.
  • True Wealth Design first reported a position in Haleon in Q4 2022 and has held it in 15 quarters since.
  • 639 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.