Position in HCM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$988
-$4,156 QoQ
Shares Held
92
-73.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#50
of 56 holders
Holding Since
Dec 2021
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HCM Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $2,810,448 across 53 Drug Manufacturers - Specialty & Generic names. HCM ranks #43 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NBIX |
Neurocrine Biosciences Inc
|
3,136 | $528,538 | |
| 2 | UTHR |
UNITED THERAPEUTICS Corp
|
789 | $427,499 | |
| 3 | HLN |
Haleon plc
|
32,803 | $306,048 | |
| 4 | TAK |
Takeda Pharmaceutical Co Ltd
|
16,089 | $257,903 | |
| 5 | PAHC |
Phibro Animal Health Corp
|
6,009 | $188,681 | |
| 6 | COLL |
Collegium Pharmaceutical, Inc
|
5,126 | $185,557 | |
| 7 | ELAN |
Elanco Animal Health Inc
|
5,767 | $141,922 | |
| 8 | ZTS |
Zoetis Inc.
|
1,468 | $105,486 |
All Filings in HCM
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $988 | 92 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $5,144 | 344 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $3,211 | 241 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $7,323 | 465 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,891 | 325 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $11,475 | 763 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $7,809 | 542 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $14,900 | 763 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $11,641 | 680 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,444 | 86 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $1,303 | 72 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,794 | 106 | Shares | Sole | 2023-11-03 | |
| 2021-12-31 | $3,367 | 96 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||