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WCG Wealth Advisors’s Haleon HLN Stock Holding History

WCG 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
-104,689
Closed -$1.05M – 571
2026
Q1 		$1.05M Sell
104,689
-12,623
-11% -$131K 0.03% 371
2025
Q4 		$1.19M Buy
117,312
+59,884
+104% +$569K 0.03% 336
2025
Q3 		$515K Buy
57,428
+5,351
+10% +$51.5K 0.03% 293
2025
Q2 		$540K Buy
+52,077
New +$549K 0.03% 284

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

WCG Wealth Advisors's HLN Position: Q2 2026 in Review

WCG Wealth Advisors sold out of Haleon (HLN) in Q2 2026, closing a stake of 104,689 shares — an estimated $1.05M sold.

WCG Wealth Advisors first reported a position in HLN in Q2 2025 and held it in 4 quarters. The position peaked at $1.19M in Q4 2025. 646 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • WCG Wealth Advisors reported no remaining Haleon position as of Q2 2026 after selling out during the quarter.
  • WCG Wealth Advisors sold 104,689 Haleon shares in Q2 2026, an estimated $1.05M.
  • WCG Wealth Advisors first reported a position in Haleon in Q2 2025 and held it in 4 quarters.
  • WCG Wealth Advisors's Haleon position peaked at $1.19M in Q4 2025.
  • 646 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.