Position in HLN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,957,435
+$228,919 QoQ
Shares Held
195,548
+14.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 24.686063389149908.ToString("F0")%
Shared 0.ToString("F0")%
None 75.31393661085009.ToString("F0")%
Common Shares in HLN Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Mar 31, 2026Focus Partners Wealth holds $54,434,760 across 17 Drug Manufacturers - Specialty & Generic names. HLN ranks #7 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZTS |
Zoetis Inc.
|
137,784 | $16,287,446 | |
| 2 | NBIX |
Neurocrine Biosciences Inc
|
80,335 | $10,583,332 | |
| 3 | TAK |
Takeda Pharmaceutical Co Ltd
|
482,387 | $8,933,807 | |
| 4 | LNTH |
Lantheus Holdings, Inc.
|
72,517 | $5,500,414 | |
| 5 | UTHR |
UNITED THERAPEUTICS Corp
|
5,854 | $3,471,304 | |
| 6 | ALKS |
Alkermes plc.
|
77,052 | $2,724,558 | |
| 7 | HLN |
Haleon plc
This page
|
195,548 | $1,957,435 | |
| 8 | VTRS |
Viatris Inc
|
132,034 | $1,783,779 |
All Filings in HLN
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,957,435 | 195,548 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,728,516 | 170,971 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,386,448 | 154,565 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $854,685 | 82,419 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $752,260 | 73,106 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $686,193 | 71,928 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $309,750 | 29,277 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $237,242 | 28,722 | Shares | Sole | 2024-08-15 | |
| No filing history on record for this holder in this stock. | ||||||