Position in HLN
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$971,660
+$522,898 QoQ
Shares Held
97,069
+118.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
8 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, 2026RITHOLTZ WEALTH MANAGEMENT holds $15,325,288 across 16 Drug Manufacturers - Specialty & Generic names. HLN ranks #8 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INDV |
Indivior Pharmaceuticals, Inc.
|
114,778 | $3,498,433 | |
| 2 | ALKS |
Alkermes plc.
|
45,844 | $1,621,043 | |
| 3 | VTRS |
Viatris Inc
|
104,828 | $1,416,226 | |
| 4 | AMRX |
Amneal Pharmaceuticals, Inc.
|
102,557 | $1,274,783 | |
| 5 | BHC |
Bausch Health Companies Inc.
|
222,459 | $1,201,278 | |
| 6 | ZTS |
Zoetis Inc.
|
9,842 | $1,163,422 | |
| 7 | TAK |
Takeda Pharmaceutical Co Ltd
|
53,205 | $985,356 | |
| 8 | HLN |
Haleon plc
This page
|
97,069 | $971,660 |
All Filings in HLN
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $971,660 | 97,069 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $448,762 | 44,388 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $702,234 | 78,287 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $686,670 | 66,217 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $473,484 | 46,014 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $564,901 | 59,214 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $274,709 | 25,965 | Shares | Sole | 2024-10-10 | |
| 2022-09-30 | $61,137 | 10,039 | Shares | Sole | 2022-10-19 | |
| No filing history on record for this holder in this stock. | ||||||