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RAFFA WEALTH MANAGEMENT, LLC’s Haleon HLN Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$3.43K Hold
368
– – ﹤0.01% 684
2026
Q1 		$3.68K Hold
368
– – ﹤0.01% 611
2025
Q4 		$3.72K Hold
368
– – ﹤0.01% 578
2025
Q3 		$3.3K Hold
368
– – ﹤0.01% 581
2025
Q2 		$3.82K Hold
368
– – ﹤0.01% 551
2025
Q1 		$3.79K Hold
368
– – ﹤0.01% 481
2024
Q4 		$3.51K Buy
368
+334
+982% +$3.27K ﹤0.01% 523
2024
Q3 		$360 Hold
34
– – ﹤0.01% 1019
2024
Q2 		$281 Hold
34
– – ﹤0.01% 1104
2024
Q1 		$289 Hold
34
– – ﹤0.01% 1084
2023
Q4 		$280 Hold
34
– – ﹤0.01% 1018
2023
Q3 		$283 Hold
34
– – ﹤0.01% 1005
2023
Q2 		$285 Sell
34
-185
-84% -$1.58K ﹤0.01% 1017
2023
Q1 		$1.78K Hold
219
– – ﹤0.01% 638
2022
Q4 		$1.75K Sell
219
-184
-46% -$1.25K ﹤0.01% 630
2022
Q3 		$2.45K Buy
+403
New +$2.61K ﹤0.01% 537

Other funds holding HLN

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
TVPW
Third View Private Wealth Westport, Connecticut $814M AUM
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's HLN Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its Haleon (HLN) position steady in Q2 2026 at 368 shares worth $3.43K. The position accounts for ﹤0.01% of the portfolio, ranked #684.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in HLN in Q3 2022 and has held it in 16 quarters since. The position peaked at $3.82K in Q2 2025. 202 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 368 shares of Haleon worth $3.43K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC left its Haleon share count unchanged in Q2 2026.
  • Haleon made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #684 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Haleon in Q3 2022 and has held it in 16 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's Haleon position peaked at $3.82K in Q2 2025.
  • 202 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.