Centricity Wealth Management »

Haleon Plc Spon Ads shares owned by Centricity Wealth Management

Quarter-by-quarter ownership of Haleon Plc Spon Ads (HLN) shares owned by Centricity Wealth Management from 13F filings

Historical chart of Centricity Wealth Management investment in Haleon Plc Spon Ads

Tip: Access up to 7 years of quarterly data

All positions including Haleon Plc Spon Ads held by Centricity Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Haleon Plc Spon Ads by Centricity Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $4.7k 450 10.37
2025-03-31 $4.6k 445 10.29
2024-12-31 $4.2k 445 9.54

More positions owned by Centricity Wealth Management

Vanguard Index Fdss&p 500 Etf Etf (VOO)
Ishares Trmsci Eafe Etf Etf (EFA)
J P Morgan Exchange Traded Fultra Shrt Etf Etf (JPST)
Ishares Tribds Dec28 Etf Etf (IBDT)
Ishares Tribonds 27 Etf Etf (IBDS)
Ishares Trcore S&p500 Etf Etf (IVV)
Vanguard Admiral Fds Inc500 Grth Idx F Etf (VOOG)
Vanguard Admiral Fds Inc500 Val Idx Etf (VOOV)
Ishares Trcore Div Grwth Etf (DGRO)
Spdr Gold Tr Etf (GLD)
Ishares Tribonds Dec2026 Etf (IBDR)
Vanguard Index Fdstotal Stk Mkt Etf (VTI)
Spdr S&p 500 Etf Tr Etf (SPY)
Vanguard Specialized Fundsdiv App Etf Etf (VIG)
Ishares Trcore S&p Us Vlu Etf (IUSV)

View all positions for Centricity Wealth Management

Top funds holding Haleon Plc Spon Ads

Dodge & Cox
FMR
ClearBridge Advisors
Harding Loevner
Morgan Stanley
Wellington Management Company
Jpmorgan Chase & Co
OZ Management
Goldman Sachs Group
Douglas Lane & Associates
Reed Conner & Birdwell
Altshuler Shaham
Envestnet Asset Management
BlackRock
Nuveen

View all funds holding Haleon Plc Spon Ads