Robertson Stephens Wealth Management, LLC
Position in HLN — Haleon plc
CIK 1767307
San Francisco, CA
Position in HLN
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$732,358
-$67,881 QoQ
Shares Held
78,495
-1.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#164
of 639 holders
Holding Since
Dec 2025
3 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, 2026Robertson Stephens Wealth Management, LLC holds $1,814,569 across 2 Drug Manufacturers - Specialty & Generic names. HLN ranks #2 (40.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZTS |
Zoetis Inc.
|
15,060 | $1,082,211 | |
| 2 | HLN |
Haleon plc
This page
|
78,495 | $732,358 |
All Filings in HLN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $732,358 | 78,495 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $800,239 | 79,944 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $875,232 | 86,571 | Shares | Sole | 2026-02-02 | |
| No filing history on record for this holder in this stock. | ||||||