Atria Investments, Inc

Position in HLN — Haleon plc

CIK 1535865 Charlotte, NC

Position in HLN

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,669,426

+$1,680 QoQ

Shares Held

178,931

+7.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#120

of 640 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Atria Investments, Inc holds $17,433,997 across 16 Drug Manufacturers - Specialty & Generic names. HLN ranks #5 (9.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ZTS	Zoetis Inc.	41,255	$2,964,584
2	ELAN	Elanco Animal Health Inc	107,060	$2,634,746
3	VTRS	Viatris Inc	162,893	$2,586,740
4	NBIX	Neurocrine Biosciences Inc	12,667	$2,134,896
5	HLN	Haleon plc This page	178,931	$1,669,426
6	TEVA	Teva Pharmaceutical Industries Ltd	39,602	$1,341,715
7	PBH	Prestige Consumer Healthcare Inc.	17,098	$808,222
8	TAK	Takeda Pharmaceutical Co Ltd	42,964	$688,712

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,669,426	178,931	+7.4%	Shares	Sole	2026-07-28
2026-03-31	$1,667,746	166,608	+21.0%	Shares	Sole	2026-05-05
2025-12-31	$1,391,985	137,684	+7.3%	Shares	Sole	2026-02-05
2025-09-30	$1,150,994	128,316	-25.2%	Shares	Sole	2025-11-06
2025-06-30	$1,778,942	171,547	+9.5%	Shares	Sole	2025-08-04
2025-03-31	$1,612,072	156,664	-6.5%	Shares	Sole	2025-05-06
2024-12-31	$1,598,579	167,566	-5.8%	Shares	Sole	2025-02-06
2024-09-30	$1,882,023	177,885	-13.5%	Shares	Sole	2024-11-01
2024-06-30	$1,699,437	205,743	+13.3%	Shares	Sole	2024-08-13
2024-03-31	$1,541,418	181,557	+5.7%	Shares	Sole	2024-05-21
2023-12-31	$1,414,004	171,811	+14.1%	Shares	Sole	2024-02-14
2023-09-30	$1,254,339	150,581	—	Shares	Sole	2023-11-07
No filing history on record for this holder in this stock.