Position in HLN
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$785,613
+$29,869 QoQ
Shares Held
84,203
+11.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#155
of 639 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in HLN Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $45,863,285 across 32 Drug Manufacturers - Specialty & Generic names. HLN ranks #10 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NBIX |
Neurocrine Biosciences Inc
|
71,595 | $12,066,621 | |
| 2 | UTHR |
UNITED THERAPEUTICS Corp
|
16,933 | $9,174,807 | |
| 3 | ZTS |
Zoetis Inc.
|
83,719 | $6,016,047 | |
| 4 | VTRS |
Viatris Inc
|
362,617 | $5,758,357 | |
| 5 | KNSA |
Kiniksa Pharmaceuticals International, plc
|
20,499 | $1,310,911 | |
| 6 | AMRX |
Amneal Pharmaceuticals, Inc.
|
59,123 | $1,023,419 | |
| 7 | IRWD |
Ironwood Pharmaceuticals Inc
|
219,445 | $923,863 | |
| 8 | LNTH |
Lantheus Holdings, Inc.
|
7,760 | $860,894 |
All Filings in HLN
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $785,613 | 84,203 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $755,744 | 75,499 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,078,595 | 106,686 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $991,902 | 110,580 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,088,227 | 104,940 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $974,956 | 94,748 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $761,416 | 79,813 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $645,549 | 61,016 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $489,405 | 59,250 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $562,437 | 66,247 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $382,563 | 46,484 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $356,990 | 42,856 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||