Wealth Enhancement Advisory Services
HLN icon

Wealth Enhancement Advisory Services’s Haleon HLN Stock Holding History

Wealth Enhancement Advisory Services’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 		$822K Buy
84,203
+8,704
+12% +$80.9K ﹤0.01% 2230
2026
Q1 		$750K Sell
75,499
-31,187
-29% -$324K ﹤0.01% 2013
2025
Q4 		$1.1M Sell
106,686
-3,894
-4% -$37K ﹤0.01% 1899
2025
Q3 		$975K Buy
110,580
+5,640
+5% +$54.3K ﹤0.01% 1885
2025
Q2 		$1.08M Buy
104,940
+10,192
+11% +$107K ﹤0.01% 1712
2025
Q1 		$975K Buy
94,748
+14,935
+19% +$147K ﹤0.01% 1611
2024
Q4 		$761K Buy
79,813
+18,797
+31% +$184K ﹤0.01% 1701
2024
Q3 		$646K Buy
61,016
+1,766
+3% +$17.1K ﹤0.01% 1646
2024
Q2 		$489K Sell
59,250
-6,997
-11% -$58.5K ﹤0.01% 1659
2024
Q1 		$562K Buy
66,247
+19,763
+43% +$165K ﹤0.01% 1510
2023
Q4 		$383K Buy
46,484
+3,628
+8% +$29.9K ﹤0.01% 1667
2023
Q3 		$357K Buy
+42,856
New +$357K ﹤0.01% 1629

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

Wealth Enhancement Advisory Services's HLN Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Haleon (HLN) stake by 12% in Q2 2026, buying an estimated $80.9K and bringing the position to 84,203 shares worth $822K. The position accounts for ﹤0.01% of the portfolio, ranked #2230.

Wealth Enhancement Advisory Services first reported a position in HLN in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.1M in Q4 2025. 641 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Wealth Enhancement Advisory Services held 84,203 shares of Haleon worth $822K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 8,704 Haleon shares in Q2 2026, an estimated $80.9K.
  • Haleon made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2230 holding.
  • Wealth Enhancement Advisory Services first reported a position in Haleon in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Haleon position peaked at $1.1M in Q4 2025.
  • 641 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.