Marotta Asset Management
Position in BHC — Bausch Health Companies Inc.
CIK 1802091
CHARLOTTESVILLE, VA
Position in BHC
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$60,993
-$6,960 QoQ
Shares Held
12,372
-1.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#158
of 220 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BHC Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Jun 30, 2026Marotta Asset Management holds $166,338 across 2 Drug Manufacturers - Specialty & Generic names. BHC ranks #2 (36.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HLN |
Haleon plc
|
11,291 | $105,345 | |
| 2 | BHC |
Bausch Health Companies Inc.
This page
|
12,372 | $60,993 |
All Filings in BHC
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,993 | 12,372 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $67,953 | 12,584 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $91,913 | 13,225 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $85,301 | 13,225 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $93,686 | 14,067 | Shares | Sole | 2025-07-02 | |
| 2025-03-31 | $112,267 | 17,352 | Shares | Sole | 2025-04-02 | |
| 2024-12-31 | $133,812 | 16,602 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $141,592 | 17,352 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $122,337 | 17,552 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $192,062 | 18,102 | Shares | Sole | 2024-04-02 | |
| 2023-12-31 | $156,598 | 19,526 | Shares | Sole | 2024-01-03 | |
| 2023-09-30 | $162,714 | 19,795 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $159,720 | 19,965 | Shares | Sole | 2023-07-05 | |
| 2022-12-31 | $128,934 | 20,531 | Shares | Sole | 2023-01-03 | |
| 2022-09-30 | $138,902 | 20,160 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $173,704 | 20,778 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $504,436 | 22,076 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $621,639 | 22,515 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $631,470 | 22,674 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $648,059 | 22,103 | Shares | Sole | 2021-07-09 | |
| 2021-03-31 | $565,797 | 17,826 | Shares | Sole | 2021-04-09 | |
| No filing history on record for this holder in this stock. | ||||||