Position in HLN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$28,178
+$17,482 QoQ
Shares Held
2,815
+166.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HLN Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Mar 31, 2026Transamerica Financial Advisors, LLC holds $5,979,445 across 18 Drug Manufacturers - Specialty & Generic names. HLN ranks #4 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELAN |
Elanco Animal Health Inc
|
234,167 | $5,603,616 | |
| 2 | UTHR |
UNITED THERAPEUTICS Corp
|
310 | $183,823 | |
| 3 | AMRX |
Amneal Pharmaceuticals, Inc.
|
8,550 | $106,276 | |
| 4 | HLN |
Haleon plc
This page
|
2,815 | $28,178 | |
| 5 | NBIX |
Neurocrine Biosciences Inc
|
139 | $18,311 | |
| 6 | TAK |
Takeda Pharmaceutical Co Ltd
|
768 | $14,223 | |
| 7 | ZTS |
Zoetis Inc.
|
110 | $13,003 | |
| 8 | VTRS |
Viatris Inc
|
644 | $8,700 |
All Filings in HLN
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $28,178 | 2,815 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $10,696 | 1,058 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,884 | 879 | Shares | Sole | 2025-11-14 | |
| 2024-06-30 | $8 | 1 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $8 | 1 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $8 | 1 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $8 | 1 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $8 | 1 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $8 | 1 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $8 | 1 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $6 | 1 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||