Valeo Financial Advisors’s Haleon HLN Stock Holding History

Valeo Financial 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	$185K	Sell	19,789 -2,431	-11%	-$22.6K	﹤0.01%	774
2026 Q1	$222K	Sell	22,220 -4,055	-15%	-$42.2K	0.01%	657
2025 Q4	$266K	Buy	26,275 +3,260	+14%	+$31K	0.01%	665
2025 Q3	$206K	Sell	23,015 -1,601	-7%	-$15.4K	﹤0.01%	749
2025 Q2	$255K	Buy	24,616 +3,441	+16%	+$36.3K	0.01%	631
2025 Q1	$218K	Buy	21,175 +722	+4%	+$7.11K	0.01%	619
2024 Q4	$195K	Buy	20,453 +2,141	+12%	+$20.9K	0.01%	667
2024 Q3	$194K	Sell	18,312 -1,888	-9%	-$18.3K	0.01%	659
2024 Q2	$167K	Sell	20,200 -615	-3%	-$5.14K	0.01%	617
2024 Q1	$174K	Sell	20,815 -6,555	-24%	-$54.8K	0.01%	612
2023 Q4	$225K	Sell	27,370 -838	-3%	-$6.91K	0.01%	566
2023 Q3	$235K	Sell	28,208 -1,500	-5%	-$12.5K	0.01%	522
2023 Q2	$249K	Buy	29,708 +799	+3%	+$6.82K	0.01%	477
2023 Q1	$235K	Buy	28,909 +5,455	+23%	+$43.5K	0.01%	509
2022 Q4	$188K	Buy	23,454 +1,552	+7%	+$10.6K	0.01%	492
2022 Q3	$133K	Buy	+21,902	New	+$142K	0.01%	460

Other funds holding HLN

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return

Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return