Position in HLN
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$9,628
+$980 QoQ
Shares Held
1,032
+19.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#479
of 639 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 23%
Shared 0%
None 77%
Common Shares in HLN Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Jun 30, 2026FINANCIAL CONSULATE, INC holds $127,098 across 14 Drug Manufacturers - Specialty & Generic names. HLN ranks #6 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TAK |
Takeda Pharmaceutical Co Ltd
|
2,908 | $46,615 | |
| 2 | RDY |
Dr Reddys Laboratories Ltd
|
1,839 | $26,647 | |
| 3 | ZTS |
Zoetis Inc.
|
208 | $14,946 | |
| 4 | TEVA |
Teva Pharmaceutical Industries Ltd
|
345 | $11,688 | |
| 5 | VTRS |
Viatris Inc
|
617 | $9,797 | |
| 6 | HLN |
Haleon plc
This page
|
1,032 | $9,628 | |
| 7 | UTHR |
UNITED THERAPEUTICS Corp
|
5 | $2,709 | |
| 8 | NBIX |
Neurocrine Biosciences Inc
|
10 | $1,685 |
All Filings in HLN
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,628 | 1,032 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $8,648 | 864 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $7,976 | 789 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $3,991 | 445 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||