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VSM Wealth Advisory’s Haleon HLN Stock Holding History

VSM Wealth Advisory’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 		$7.46K Hold
800
– – ﹤0.01% 390
2026
Q1 		$8.01K Buy
+800
New +$8.32K ﹤0.01% 383
2025
Q4 		– Sell
-800
Closed -$7.18K – 471
2025
Q3 		$7.18K Hold
800
– – ﹤0.01% 361
2025
Q2 		$8.3K Hold
800
– – ﹤0.01% 397
2025
Q1 		$8.23K Hold
800
– – ﹤0.01% 373
2024
Q4 		$7.63K Buy
+800
New +$7.83K ﹤0.01% 368

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

VSM Wealth Advisory's HLN Position: Q2 2026 in Review

VSM Wealth Advisory held its Haleon (HLN) position steady in Q2 2026 at 800 shares worth $7.46K. The position accounts for ﹤0.01% of the portfolio, ranked #390.

VSM Wealth Advisory first reported a position in HLN in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.3K in Q2 2025. 639 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • VSM Wealth Advisory held 800 shares of Haleon worth $7.46K as of Q2 2026.
  • VSM Wealth Advisory left its Haleon share count unchanged in Q2 2026.
  • Haleon made up ﹤0.01% of VSM Wealth Advisory's portfolio in Q2 2026, its #390 holding.
  • VSM Wealth Advisory first reported a position in Haleon in Q4 2024 and has held it in 6 quarters since.
  • VSM Wealth Advisory's Haleon position peaked at $8.3K in Q2 2025.
  • 639 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.