Position in HLN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$485,474
+$225,284 QoQ
Shares Held
48,499
+88.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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, 2026Beacon Pointe Advisors, LLC holds $6,694,336 across 7 Drug Manufacturers - Specialty & Generic names. HLN ranks #4 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZTS |
Zoetis Inc.
|
29,753 | $3,517,102 | |
| 2 | UTHR |
UNITED THERAPEUTICS Corp
|
2,417 | $1,433,232 | |
| 3 | TAK |
Takeda Pharmaceutical Co Ltd
|
32,930 | $609,863 | |
| 4 | HLN |
Haleon plc
This page
|
48,499 | $485,474 | |
| 5 | VTRS |
Viatris Inc
|
27,557 | $372,295 | |
| 6 | AQST |
Aquestive Therapeutics, Inc.
|
60,500 | $251,075 | |
| 7 | BTAI |
BioXcel Therapeutics, Inc.
|
18,877 | $25,295 |
All Filings in HLN
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $485,474 | 48,499 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $260,190 | 25,736 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $164,994 | 18,394 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $138,885 | 13,393 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $269,505 | 26,191 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $144,578 | 15,155 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $156,256 | 14,769 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $149,497 | 18,099 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $134,328 | 15,822 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $120,158 | 14,600 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $116,378 | 13,971 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $113,641 | 13,561 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $135,750 | 16,677 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $106,480 | 13,310 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||