Position in HLN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,000
-$875 QoQ
Shares Held
536
-8.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#528
of 640 holders
Holding Since
Jun 2024
6 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, 2026Strategic Wealth Partners, Ltd. holds $180,790 across 10 Drug Manufacturers - Specialty & Generic names. HLN ranks #7 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HIMS |
Hims & Hers Health, Inc.
|
1,744 | $60,464 | |
| 2 | ZTS |
Zoetis Inc.
|
558 | $40,097 | |
| 3 | UTHR |
UNITED THERAPEUTICS Corp
|
64 | $34,677 | |
| 4 | VTRS |
Viatris Inc
|
1,046 | $16,610 | |
| 5 | LQDA |
Liquidia Corp
|
160 | $12,756 | |
| 6 | PRGO |
PERRIGO Co plc
|
1,022 | $10,618 | |
| 7 | HLN |
Haleon plc
This page
|
536 | $5,000 | |
| 8 | ACB |
Aurora Cannabis Inc
|
106 | $295 |
All Filings in HLN
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,000 | 536 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $5,875 | 587 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,671 | 561 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $11,795 | 1,315 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $26,599 | 2,565 | Shares | Sole | 2025-08-11 | |
| 2024-06-30 | $84,342 | 10,211 | Shares | Sole | 2024-10-08 | |
| No filing history on record for this holder in this stock. | ||||||