Position in HLN
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$9,703
+$544 QoQ
Shares Held
1,040
+13.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#477
of 639 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HLN Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Jun 30, 2026CX Institutional holds $883,704 across 7 Drug Manufacturers - Specialty & Generic names. HLN ranks #7 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZTS |
Zoetis Inc.
|
6,271 | $450,634 | |
| 2 | VTRS |
Viatris Inc
|
18,979 | $301,386 | |
| 3 | TEVA |
Teva Pharmaceutical Industries Ltd
|
1,600 | $54,208 | |
| 4 | AMPH |
Amphastar Pharmaceuticals, Inc.
|
1,259 | $25,406 | |
| 5 | NBIX |
Neurocrine Biosciences Inc
|
126 | $21,236 | |
| 6 | UTHR |
UNITED THERAPEUTICS Corp
|
39 | $21,131 | |
| 7 | HLN |
Haleon plc
This page
|
1,040 | $9,703 |
All Filings in HLN
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,703 | 1,040 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $9,159 | 915 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $9,250 | 915 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $8,880 | 990 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $15,389 | 1,484 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $15,270 | 1,484 | Shares | Sole | 2025-04-15 | |
| No filing history on record for this holder in this stock. | ||||||