Position in HLN
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$153,329
-$3,557 QoQ
Shares Held
16,434
+4.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#324
of 639 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 15%
Shared 0%
None 85%
Common Shares in HLN Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $2,203,089 across 6 Drug Manufacturers - Specialty & Generic names. HLN ranks #6 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TEVA |
Teva Pharmaceutical Industries Ltd
|
32,316 | $1,094,866 | |
| 2 | TAK |
Takeda Pharmaceutical Co Ltd
|
17,738 | $284,340 | |
| 3 | ZTS |
Zoetis Inc.
|
3,816 | $274,217 | |
| 4 | BCRX |
Biocryst Pharmaceuticals Inc
|
21,926 | $219,260 | |
| 5 | VTRS |
Viatris Inc
|
11,151 | $177,077 | |
| 6 | HLN |
Haleon plc
This page
|
16,434 | $153,329 |
All Filings in HLN
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $153,329 | 16,434 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $156,886 | 15,673 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $142,075 | 14,053 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $124,422 | 13,871 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $183,849 | 17,729 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $199,615 | 19,399 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $198,021 | 20,757 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $228,316 | 21,580 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $192,548 | 23,311 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $196,229 | 23,113 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $169,538 | 20,600 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $145,650 | 17,485 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $104,389 | 12,457 | Shares | Defined | 2023-08-10 | |
| No filing history on record for this holder in this stock. | ||||||