Position in HLN
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$306,048
-$269,782 QoQ
Shares Held
32,803
-43.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#235
of 640 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HLN Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $2,810,448 across 53 Drug Manufacturers - Specialty & Generic names. HLN ranks #3 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NBIX |
Neurocrine Biosciences Inc
|
3,136 | $528,538 | |
| 2 | UTHR |
UNITED THERAPEUTICS Corp
|
789 | $427,499 | |
| 3 | HLN |
Haleon plc
This page
|
32,803 | $306,048 | |
| 4 | TAK |
Takeda Pharmaceutical Co Ltd
|
16,089 | $257,903 | |
| 5 | PAHC |
Phibro Animal Health Corp
|
6,009 | $188,681 | |
| 6 | COLL |
Collegium Pharmaceutical, Inc
|
5,126 | $185,557 | |
| 7 | ELAN |
Elanco Animal Health Inc
|
5,767 | $141,922 | |
| 8 | ZTS |
Zoetis Inc.
|
1,468 | $105,486 |
All Filings in HLN
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $306,048 | 32,803 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $575,830 | 57,526 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $354,027 | 35,018 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $238,069 | 26,541 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $481,517 | 46,434 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $220,965 | 21,474 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $139,290 | 14,601 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $125,413 | 11,854 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $137,666 | 16,667 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $137,570 | 16,204 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $117,209 | 14,242 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $115,161 | 13,825 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $113,087 | 13,495 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $109,343 | 13,433 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $108,216 | 13,527 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $59,225 | 9,725 | Shares | Sole | 2022-11-07 | |
| No filing history on record for this holder in this stock. | ||||||