WANY
HLN icon

Wealthspire Advisors (New York)’s Haleon HLN Stock Holding History

Wealthspire Advisors (New York)’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
Q1 		– Sell
-14,047
Closed -$142K – 1006
2025
Q4 		$142K Buy
14,047
+9,411
+203% +$89.5K ﹤0.01% 990
2025
Q3 		$41.6K Buy
+4,636
New +$44.7K ﹤0.01% 1315
2023
Q1 		– Sell
-12,683
Closed -$101K – 559
2022
Q4 		$101K Buy
+12,683
New +$86.3K ﹤0.01% 558

Other funds holding HLN

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wealthspire Advisors (New York)'s HLN Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of Haleon (HLN) in Q1 2026, closing a stake of 14,047 shares — an estimated $142K sold.

Wealthspire Advisors (New York) first reported a position in HLN in Q4 2022 and held it in 3 quarters. The position peaked at $142K in Q4 2025. 622 funds tracked by Wall St. Rank hold HLN as of Q1 2026.

  • Wealthspire Advisors (New York) reported no remaining Haleon position as of Q1 2026 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 14,047 Haleon shares in Q1 2026, an estimated $142K.
  • Wealthspire Advisors (New York) first reported a position in Haleon in Q4 2022 and held it in 3 quarters.
  • Wealthspire Advisors (New York)'s Haleon position peaked at $142K in Q4 2025.
  • 622 funds tracked by Wall St. Rank held Haleon as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.