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Dynasty Wealth Management’s Haleon HLN Stock Holding History

Dynasty 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 		$557K Sell
59,656
-7,721
-11% -$71.8K ﹤0.01% 245
2026
Q1 		$674K Sell
67,377
-15,709
-19% -$163K 0.01% 209
2025
Q4 		$840K Buy
+83,086
New +$790K 0.01% 199
2024
Q2 		– Sell
-81,525
Closed -$692K – 260
2024
Q1 		$692K Buy
+81,525
New +$681K 0.02% 157

Other funds holding HLN

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Dynasty Wealth Management reduced its Haleon (HLN) stake by 11% in Q2 2026, selling an estimated $71.8K and leaving 59,656 shares worth $557K. The position accounts for ﹤0.01% of the portfolio, ranked #245.

Dynasty Wealth Management first reported a position in HLN in Q1 2024 and has held it in 4 quarters since. The position peaked at $840K in Q4 2025. 641 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Dynasty Wealth Management held 59,656 shares of Haleon worth $557K as of Q2 2026.
  • Dynasty Wealth Management sold 7,721 Haleon shares in Q2 2026, an estimated $71.8K.
  • Haleon made up ﹤0.01% of Dynasty Wealth Management's portfolio in Q2 2026, its #245 holding.
  • Dynasty Wealth Management first reported a position in Haleon in Q1 2024 and has held it in 4 quarters since.
  • Dynasty Wealth Management's Haleon position peaked at $840K in Q4 2025.
  • 641 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

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