Position in HLN
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$208,310
-$17,135 QoQ
Shares Held
22,327
-0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#275
of 642 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in HLN Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Jun 30, 2026OneDigital Investment Advisors LLC holds $3,435,973 across 9 Drug Manufacturers - Specialty & Generic names. HLN ranks #6 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTRS |
Viatris Inc
|
103,434 | $1,642,531 | |
| 2 | NBIX |
Neurocrine Biosciences Inc
|
3,493 | $588,710 | |
| 3 | UTHR |
UNITED THERAPEUTICS Corp
|
573 | $310,468 | |
| 4 | ZTS |
Zoetis Inc.
|
3,106 | $223,197 | |
| 5 | ELAN |
Elanco Animal Health Inc
|
8,709 | $214,328 | |
| 6 | HLN |
Haleon plc
This page
|
22,327 | $208,310 | |
| 7 | TRLV |
Trulieve Cannabis Corp.
|
11,779 | $115,787 | |
| 8 | EOLS |
Evolus, Inc.
|
15,000 | $104,100 |
All Filings in HLN
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $208,310 | 22,327 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $225,445 | 22,522 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $219,700 | 21,731 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $189,823 | 21,162 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $264,766 | 25,532 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $350,837 | 34,095 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $375,980 | 39,411 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $485,738 | 45,911 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $489,941 | 59,315 | Shares | Sole | 2024-08-02 | |
| 2023-12-31 | $239,320 | 29,079 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||