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 Q2	–	Sell	-2,872	Closed	-$1.07M	–	1030
2026 Q1	$1.07M	Buy	+2,872	New	+$29.9K	0.04%	423

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

Western Wealth Management's HLN Position: Q2 2026 in Review

Western Wealth Management sold out of Haleon (HLN) in Q2 2026, closing a stake of 2,872 shares — an estimated $1.07M sold.

Western Wealth Management first reported a position in HLN in Q1 2026 and held it in 1 quarter. The position peaked at $1.07M in Q1 2026. 646 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

Western Wealth Management reported no remaining Haleon position as of Q2 2026 after selling out during the quarter.
Western Wealth Management sold 2,872 Haleon shares in Q2 2026, an estimated $1.07M.
Western Wealth Management first reported a position in Haleon in Q1 2026 and held it in 1 quarter.
Western Wealth Management's Haleon position peaked at $1.07M in Q1 2026.
646 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.