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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
Q2 		– Sell
-3,456
Closed -$34.6K – 1085
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 $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

Twin Peaks Wealth Advisors's HLN Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Haleon (HLN) in Q2 2026, closing a stake of 3,456 shares — an estimated $34.6K sold.

Twin Peaks Wealth Advisors first reported a position in HLN in Q2 2025 and held it in 2 quarters. The position peaked at $34.6K in Q1 2026. 645 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Haleon position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 3,456 Haleon shares in Q2 2026, an estimated $34.6K.
  • Twin Peaks Wealth Advisors first reported a position in Haleon in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Haleon position peaked at $34.6K in Q1 2026.
  • 645 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.