Position in HLN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$361,061
-$43,302 QoQ
Shares Held
38,699
-4.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#221
of 641 holders
Holding Since
Jun 2025
5 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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $6,552,245 across 11 Drug Manufacturers - Specialty & Generic names. HLN ranks #5 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TAK |
Takeda Pharmaceutical Co Ltd
|
151,441 | $2,427,599 | |
| 2 | TEVA |
Teva Pharmaceutical Industries Ltd
|
43,802 | $1,484,011 | |
| 3 | ZTS |
Zoetis Inc.
|
9,017 | $647,961 | |
| 4 | VTRS |
Viatris Inc
|
40,285 | $639,725 | |
| 5 | HLN |
Haleon plc
This page
|
38,699 | $361,061 | |
| 6 | ANIP |
Ani Pharmaceuticals Inc
|
3,619 | $299,580 | |
| 7 | ALKS |
Alkermes plc.
|
5,577 | $292,234 | |
| 8 | ELAN |
Elanco Animal Health Inc
|
9,061 | $222,991 |
All Filings in HLN
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $361,061 | 38,699 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $404,363 | 40,396 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $398,586 | 39,425 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $187,804 | 20,937 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $11,697 | 1,128 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||