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Haleon Plc Spon Ads shares owned by Dynasty Wealth Management

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

Historical chart of Dynasty 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 Dynasty Wealth Management consolidated in one spreadsheet with up to 7 years of data

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

Quarter filed Position value Share count Share price at filing
2025-12-31 $840k 83k 10.11
2024-03-31 $692k 82k 8.49

More positions owned by Dynasty Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Abacus Fcf Etf Tr Abacus Fcf Leade (ABFL)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Tcw Etf Trust Transform System (PWRD)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Blackrock Etf Trust Ishares A I Inno (BAI)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr U.s. Finls Etf (IYF)

View all positions for Dynasty Wealth Management

Top funds holding Haleon Plc Spon Ads

Dodge & Cox
FMR
ClearBridge Advisors
Harding Loevner
Norges Bank Investment Management
Wellington Management Company
Jpmorgan Chase & Co
OZ Management
Goldman Sachs Group
Natixis Asset Management Advisors
Reed Conner & Birdwell
Arrowstreet Capital, Limited Partnership
Douglas Lane & Associates
Nuveen
Raymond James Financial

View all funds holding Haleon Plc Spon Ads