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Twin Peaks Wealth Advisors’s Haleon HLN Stock Holding History

Twin Peaks Wealth Advisors’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
Q1 		$34.6K Buy
+3,456
New +$36K 0.01% 526
2025
Q3 		– Sell
-1,525
Closed -$14.6K – 1019
2025
Q2 		$14.6K Buy
+1,525
New +$16.1K ﹤0.01% 736

Other funds holding HLN

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Twin Peaks Wealth Advisors's HLN Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Haleon (HLN) in Q1 2026: 3,456 shares worth $34.6K. The stake represents 0.01% of the portfolio and ranks #526 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in HLN as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in HLN in Q2 2025 and has held it in 2 quarters since. 620 funds tracked by Wall St. Rank hold HLN as of Q1 2026.

  • Twin Peaks Wealth Advisors held 3,456 shares of Haleon worth $34.6K as of Q1 2026.
  • Haleon was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Haleon made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #526 holding.
  • Twin Peaks Wealth Advisors first reported a position in Haleon in Q2 2025 and has held it in 2 quarters since.
  • 620 funds tracked by Wall St. Rank held Haleon as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.