Position in HLN
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$1,021,640
+$61,625 QoQ
Shares Held
102,062
+7.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in HLN Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Mar 31, 2026Sequoia Financial Advisors, LLC holds $18,289,856 across 14 Drug Manufacturers - Specialty & Generic names. HLN ranks #7 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TEVA |
Teva Pharmaceutical Industries Ltd
|
169,700 | $5,111,364 | |
| 2 | ZTS |
Zoetis Inc.
|
20,927 | $2,473,780 | |
| 3 | RDY |
Dr Reddys Laboratories Ltd
|
163,060 | $2,258,381 | |
| 4 | TAK |
Takeda Pharmaceutical Co Ltd
|
98,936 | $1,832,294 | |
| 5 | UTHR |
UNITED THERAPEUTICS Corp
|
2,424 | $1,437,383 | |
| 6 | VTRS |
Viatris Inc
|
99,279 | $1,341,259 | |
| 7 | HLN |
Haleon plc
This page
|
102,062 | $1,021,640 | |
| 8 | NBIX |
Neurocrine Biosciences Inc
|
4,849 | $638,807 |
All Filings in HLN
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,021,640 | 102,062 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $960,015 | 94,957 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $838,928 | 93,526 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $995,437 | 95,992 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $878,879 | 85,411 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $817,482 | 85,690 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $884,371 | 83,589 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $676,849 | 81,943 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $647,956 | 76,320 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,806,880 | 219,548 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $550,129 | 66,042 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $279,121 | 33,308 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $253,715 | 31,169 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $224,424 | 28,053 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||