Western Wealth Management’s Haleon HLN Stock Holding History

Western Wealth Management’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	$1.07M	Buy	+2,872	New	+$29.9K	0.04%	423

Other funds holding HLN

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Western Wealth Management's HLN Position: Q1 2026 in Review

Western Wealth Management opened a new position in Haleon (HLN) in Q1 2026: 2,872 shares worth $1.07M. The stake represents 0.04% of the portfolio and ranks #423 among its holdings.

619 funds tracked by Wall St. Rank hold HLN as of Q1 2026.

Western Wealth Management held 2,872 shares of Haleon worth $1.07M as of Q1 2026.
Haleon was a new Western Wealth Management position in Q1 2026.
Haleon made up 0.04% of Western Wealth Management's portfolio in Q1 2026, its #423 holding.
619 funds tracked by Wall St. Rank held Haleon as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.