Bell Investment Advisors, Inc

Position in HLN — Haleon plc

CIK 1890149 ORINDA, CA

Position in HLN

as of Mar 31, 2026 · filed Apr 17, 2026 Compact

Position Value

$6,606

+$3,311 QoQ

Shares Held

660

+102.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2022

15 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Healthcare · as of Mar 31, 2026

Bell Investment Advisors, Inc holds $125,074 across 19 Drug Manufacturers - Specialty & Generic names. HLN ranks #7 (5.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UTHR	UNITED THERAPEUTICS Corp	41	$24,312
2	RDY	Dr Reddys Laboratories Ltd	1,724	$23,877
3	TAK	Takeda Pharmaceutical Co Ltd	905	$16,760
4	ZTS	Zoetis Inc.	83	$9,811
5	NBIX	Neurocrine Biosciences Inc	67	$8,826
6	ELAN	Elanco Animal Health Inc	288	$6,891
7	HLN	Haleon plc This page	660	$6,606
8	VTRS	Viatris Inc	466	$6,295

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$6,606	660	+102.5%	Shares	Sole	2026-04-17
2025-12-31	$3,295	326	+72.5%	Shares	Sole	2026-02-24
2025-09-30	$1,695	189	-30.3%	Shares	Sole	2025-11-21
2025-06-30	$2,810	271	0.0%	Shares	Sole	2025-08-11
2025-03-31	$2,788	271	0.0%	Shares	Sole	2025-05-16
2024-12-31	$2,585	271	0.0%	Shares	Sole	2025-02-07
2024-09-30	$2,867	271	0.0%	Shares	Sole	2024-11-13
2024-06-30	$2,238	271	0.0%	Shares	Sole	2024-08-08
2024-03-31	$2,300	271	0.0%	Shares	Sole	2024-05-08
2023-12-31	$2,230	271	0.0%	Shares	Sole	2024-02-14
2023-09-30	$2,257	271	0.0%	Shares	Sole	2023-11-08
2023-06-30	$2,270	271	0.0%	Shares	Sole	2023-08-09
2023-03-31	$2,205	271	-23.7%	Shares	Sole	2023-05-10
2022-12-31	$2,840	355	+26.3%	Shares	Sole	2023-02-09
2022-09-30	$1,711	281	—	Shares	Sole	2022-11-09
No filing history on record for this holder in this stock.