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Trust Company’s Haleon HLN Stock Holding History

Trust Company’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 		$333 Sell
37
-271
-88% -$2.63K ﹤0.01% 827
2026
Q2 		$2.87K Hold
308
– – ﹤0.01% 519
2026
Q1 		$3.08K Hold
308
– – ﹤0.01% 501
2025
Q4 		$3.11K Buy
+308
New +$2.93K ﹤0.01% 502

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
GI
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

Trust Company's HLN Position: Q3 2026 in Review

Trust Company reduced its Haleon (HLN) stake by 88% in Q3 2026, selling an estimated $2.63K and leaving 37 shares worth $333. The position accounts for ﹤0.01% of the portfolio, ranked #827.

Trust Company first reported a position in HLN in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.11K in Q4 2025. 25 funds tracked by Wall St. Rank hold HLN as of Q3 2026.

  • Trust Company held 37 shares of Haleon worth $333 as of Q3 2026.
  • Trust Company sold 271 Haleon shares in Q3 2026, an estimated $2.63K.
  • Haleon made up ﹤0.01% of Trust Company's portfolio in Q3 2026, its #827 holding.
  • Trust Company first reported a position in Haleon in Q4 2025 and has held it in 4 quarters since.
  • Trust Company's Haleon position peaked at $3.11K in Q4 2025.
  • 25 funds tracked by Wall St. Rank held Haleon as of Q3 2026.

Based on Trust Company's 13F filing for Q3 2026, filed 9 Oct 2026.