West Family Investments, Inc.

Position in HLN — Haleon plc

CIK 1568303 CARLSBAD, CA

Position in HLN

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$170,048

+$37,316 QoQ

Shares Held

18,226

+37.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#308

of 642 holders

Holding Since

Mar 2024

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

West Family Investments, Inc. holds $1,862,039 across 5 Drug Manufacturers - Specialty & Generic names. HLN ranks #5 (9.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RDY	Dr Reddys Laboratories Ltd	55,161	$799,282
2	NBIX	Neurocrine Biosciences Inc	1,923	$324,102
3	UTHR	UNITED THERAPEUTICS Corp	530	$287,169
4	TAK	Takeda Pharmaceutical Co Ltd	17,557	$281,438
5	HLN	Haleon plc This page	18,226	$170,048

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$170,048	18,226	+37.5%	Shares	Sole	2026-08-10
2026-03-31	$132,732	13,260	-1.6%	Shares	Sole	2026-05-07
2025-12-31	$136,292	13,481	-4.0%	Shares	Sole	2026-02-11
2025-09-30	$126,019	14,049	-4.6%	Shares	Sole	2025-11-12
2025-06-30	$152,770	14,732	-6.9%	Shares	Sole	2025-08-13
2025-03-31	$162,767	15,818	+0.5%	Shares	Sole	2025-05-02
2024-12-31	$150,216	15,746	+16.8%	Shares	Sole	2025-02-07
2024-09-30	$142,628	13,481	+34.6%	Shares	Sole	2024-11-08
2024-03-31	$85,061	10,019	—	Shares	Sole	2024-05-13
No filing history on record for this holder in this stock.