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WealthTrust Axiom’s Haleon HLN Stock Holding History

WealthTrust Axiom’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 		$438K Sell
46,927
-159
-0.3% -$1.48K 0.1% 167
2026
Q1 		$471K Sell
47,086
-200
-0.4% -$2.08K 0.12% 149
2025
Q4 		$478K Hold
47,286
– – 0.12% 143
2025
Q3 		$424K Sell
47,286
-612
-1% -$5.89K 0.11% 157
2025
Q2 		$497K Sell
47,898
-1,449
-3% -$15.3K 0.15% 135
2025
Q1 		$508K Sell
49,347
-5,193
-10% -$51.1K 0.15% 127
2024
Q4 		$520K Sell
54,540
-860
-2% -$8.41K 0.16% 130
2024
Q3 		$586K Sell
55,400
-1,597
-3% -$15.4K 0.17% 119
2024
Q2 		$471K Sell
56,997
-495
-0.9% -$4.14K 0.16% 136
2024
Q1 		$488K Buy
57,492
+2,304
+4% +$19.3K 0.16% 139
2023
Q4 		$454K Buy
55,188
+4,796
+10% +$39.5K 0.15% 135
2023
Q3 		$420K Sell
50,392
-1,686
-3% -$14K 0.15% 141
2023
Q2 		$436K Buy
52,078
+4
+0% +$34 0.14% 146
2023
Q1 		$424K Buy
52,074
+175
+0.3% +$1.4K 0.14% 146
2022
Q4 		$415K Sell
51,899
-500
-1% -$3.4K 0.14% 143
2022
Q3 		$319K Buy
+52,399
New +$339K 0.12% 160

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

WealthTrust Axiom's HLN Position: Q2 2026 in Review

WealthTrust Axiom reduced its Haleon (HLN) stake by 0.34% in Q2 2026, selling an estimated $1.48K and leaving 46,927 shares worth $438K. The position accounts for 0.1% of the portfolio, ranked #167.

WealthTrust Axiom first reported a position in HLN in Q3 2022 and has held it in 16 quarters since. The position peaked at $586K in Q3 2024. 639 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • WealthTrust Axiom held 46,927 shares of Haleon worth $438K as of Q2 2026.
  • WealthTrust Axiom sold 159 Haleon shares in Q2 2026, an estimated $1.48K.
  • Haleon made up 0.1% of WealthTrust Axiom's portfolio in Q2 2026, its #167 holding.
  • WealthTrust Axiom first reported a position in Haleon in Q3 2022 and has held it in 16 quarters since.
  • WealthTrust Axiom's Haleon position peaked at $586K in Q3 2024.
  • 639 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on WealthTrust Axiom's 13F filing for Q2 2026, filed 11 Aug 2026.