WBC
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West Branch Capital’s Haleon HLN Stock Holding History

West Branch Capital’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 		$16K Hold
1,714
– – ﹤0.01% 204
2026
Q1 		$17.2K Hold
1,714
– – ﹤0.01% 191
2025
Q4 		$17.3K Hold
1,714
– – ﹤0.01% 205
2025
Q3 		$15.4K Hold
1,714
– – ﹤0.01% 229
2025
Q2 		$17.8K Hold
1,714
– – 0.01% 218
2025
Q1 		$17.6K Hold
1,714
– – 0.01% 238
2024
Q4 		$16.4K Hold
1,714
– – 0.01% 234
2024
Q3 		$18.1K Buy
1,714
+64
+4% +$619 0.01% 231
2024
Q2 		$13.6K Hold
1,650
– – 0.01% 248
2024
Q1 		$14K Hold
1,650
– – 0.01% 252
2023
Q4 		$13.6K Hold
1,650
– – 0.01% 257
2023
Q3 		$13.7K Hold
1,650
– – 0.01% 253
2023
Q2 		$13.8K Hold
1,650
– – 0.01% 254
2023
Q1 		$13.4K Sell
1,650
-100
-6% -$797 0.01% 263
2022
Q4 		$14K Hold
1,750
– – 0.01% 258
2022
Q3 		$11K Buy
+1,750
New +$11.3K 0.01% 276

Other funds holding HLN

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

West Branch Capital's HLN Position: Q2 2026 in Review

West Branch Capital held its Haleon (HLN) position steady in Q2 2026 at 1,714 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #204.

West Branch Capital first reported a position in HLN in Q3 2022 and has held it in 16 quarters since. The position peaked at $18.1K in Q3 2024. 145 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • West Branch Capital held 1,714 shares of Haleon worth $16K as of Q2 2026.
  • West Branch Capital left its Haleon share count unchanged in Q2 2026.
  • Haleon made up ﹤0.01% of West Branch Capital's portfolio in Q2 2026, its #204 holding.
  • West Branch Capital first reported a position in Haleon in Q3 2022 and has held it in 16 quarters since.
  • West Branch Capital's Haleon position peaked at $18.1K in Q3 2024.
  • 145 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.