Atria Investments, Inc

Position in HLN — Haleon plc

CIK 1535865 Charlotte, NC

Position in HLN

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$1,667,746

+$275,761 QoQ

Shares Held

166,608

+21.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Healthcare · as of Mar 31, 2026

Atria Investments, Inc holds $19,449,833 across 15 Drug Manufacturers - Specialty & Generic names. HLN ranks #4 (8.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ZTS	Zoetis Inc.	62,275	$7,361,527
2	ELAN	Elanco Animal Health Inc	102,225	$2,446,244
3	VTRS	Viatris Inc	146,223	$1,975,472
4	HLN	Haleon plc This page	166,608	$1,667,746
5	NBIX	Neurocrine Biosciences Inc	10,939	$1,441,103
6	TEVA	Teva Pharmaceutical Industries Ltd	32,952	$992,514
7	PBH	Prestige Consumer Healthcare Inc.	14,395	$853,191
8	UTHR	UNITED THERAPEUTICS Corp	1,132	$671,253

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.