MN Wealth Advisors, LLC HLN — HALEON PLC SPON ADS

Ownership history in MN Wealth Advisors, LLC  ·  11 quarters on record

AI Ownership Summary

MN Wealth Advisors, LLC reported HALEON PLC SPON ADS (HLN) in 11 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.16% in 2024 Q3. The latest visible filing shows HLN at 0.10% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this HLN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MN Wealth Advisors, LLC's position in HALEON PLC SPON ADS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

HLN was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.16% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

HLN stock page MN Wealth Advisors, LLC fund profile MN Wealth Advisors, LLC full holdings
How MN Wealth Advisors, LLC held HLN — position size vs. price
% of Fund (quarterly)    HLN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 26,274 +340 +1.3% 0.10% $245K 2026-07-23 $9.71
2026 Q1 UNCHANGED — — — 25,934 — 0% 0.13% $260K 2026-04-23 $9.53
2025 Q4 REDUCED — — — 25,934 -668 -2.5% 0.13% $262K 2026-02-02 $10.42
2025 Q3 ADDED — — — 26,602 +1,170 +4.6% 0.13% $239K 2025-10-21 $9.21
2025 Q2 ADDED — — — 25,432 +275 +1.1% 0.15% $264K 2025-07-31 $9.25
2025 Q1 REDUCED — — — 25,157 -365 -1.4% 0.15% $259K 2025-04-21 $9.88
2024 Q4 REDUCED — — — 25,522 -805 -3.1% 0.14% $243K 2025-01-30 $9.28
2024 Q3 REDUCED 5.4% -10.1% ✅ 26,327 -1,503 -5.4% 0.16% $279K 2024-10-15 $9.72
2024 Q2 REDUCED — — — 27,830 -1,288 -4.4% 0.13% $230K 2024-07-24 $8.65
2024 Q1 UNCHANGED — — — 29,118 — 0% 0.15% $247K 2024-04-30 $8.23
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding HLN

As of 2026 Q2 — sorted by position size

ABC ARBITRAGE SA 1.12% Douglas Lane & Associates, LLC 3Y 7Y 0.85% Arlington Partners LLC 3Y 7Y 0.5% CIDEL ASSET MANAGEMENT INC 3Y 7Y 0.19% Yoffe Investment Management, LLC 0.18% Larry Mathis Financial Planning, LLC 0.16% SCHARF INVESTMENTS, LLC 3Y 7Y 0.15% BAKER TILLY WEALTH MANAGEMENT, LLC 3Y 0.15% Legacy Wealth Asset Management, LLC 3Y 0.14% Keystone Financial Planning, Inc. 3Y 7Y 0.12%

FAQ About MN Wealth Advisors, LLC and HLN

These are the practical questions this page is built to answer before you even open the full history table.

How long has MN Wealth Advisors, LLC reported owning HLN?

MN Wealth Advisors, LLC reported HLN across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported HLN position in MN Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for HLN was 0.16% in 2024 Q3.

What is the latest reported HLN position on this page?

The most recent filing on this page is 2026 Q2, when MN Wealth Advisors, LLC reported 26,274 shares, equal to 0.10% of portfolio, with an estimated market value of $245K.

What does the chart on this HLN ownership page compare?

The chart compares MN Wealth Advisors, LLC's quarterly HLN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MN Wealth Advisors, LLC time their HLN position?

Based on 13F filing dates vs. subsequent HLN price moves, MN Wealth Advisors, LLC correctly timed 5 out of 8 reported position changes (62%). The annualised alpha on HLN relative to SPY over the holding period was -7.8%.

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