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 Q2	$95.4K	Buy	+10,230	New	+$95.1K	﹤0.01%	1232
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 San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealthspire Advisors (New York)'s HLN Position: Q2 2026 in Review

Wealthspire Advisors (New York) opened a new position in Haleon (HLN) in Q2 2026: 10,230 shares worth $95.4K. The stake represents ﹤0.01% of the portfolio and ranks #1232 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in HLN as recently as Q4 2025.

Wealthspire Advisors (New York) first reported a position in HLN in Q4 2022 and has held it in 4 quarters since. The position peaked at $142K in Q4 2025. 646 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

Wealthspire Advisors (New York) held 10,230 shares of Haleon worth $95.4K as of Q2 2026.
Haleon was a new Wealthspire Advisors (New York) position in Q2 2026.
Haleon made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #1232 holding.
Wealthspire Advisors (New York) first reported a position in Haleon in Q4 2022 and has held it in 4 quarters since.
Wealthspire Advisors (New York)'s Haleon position peaked at $142K in Q4 2025.
646 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.