PSI
HLN icon

Planning Strategies Inc.’s Haleon HLN Stock Holding History

Planning Strategies Inc.’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 		$1.87K Buy
+200
New +$1.86K ﹤0.01% 607

Other funds holding HLN

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
GF
Goodman Financial Houston, Texas $647M AUM 24.17% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
TVPW
Third View Private Wealth Westport, Connecticut $814M AUM
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Planning Strategies Inc.'s HLN Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Haleon (HLN) in Q2 2026: 200 shares worth $1.87K. The stake represents ﹤0.01% of the portfolio and ranks #607 among its holdings.

220 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Planning Strategies Inc. held 200 shares of Haleon worth $1.87K as of Q2 2026.
  • Haleon was a new Planning Strategies Inc. position in Q2 2026.
  • Haleon made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #607 holding.
  • 220 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.