Position in HLN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,480
+$257 QoQ
Shares Held
373
+15.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#542
of 639 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HLN Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Jun 30, 2026Cornerstone Financial Management LLC holds $45,520 across 16 Drug Manufacturers - Specialty & Generic names. HLN ranks #4 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TAK |
Takeda Pharmaceutical Co Ltd
|
553 | $8,864 | |
| 2 | ZTS |
Zoetis Inc.
|
105 | $7,545 | |
| 3 | LQDA |
Liquidia Corp
|
80 | $6,378 | |
| 4 | HLN |
Haleon plc
This page
|
373 | $3,480 | |
| 5 | KNSA |
Kiniksa Pharmaceuticals International, plc
|
44 | $2,813 | |
| 6 | BIOA |
BioAge Labs, Inc.
|
110 | $2,696 | |
| 7 | VTRS |
Viatris Inc
|
158 | $2,509 | |
| 8 | TEVA |
Teva Pharmaceutical Industries Ltd
|
72 | $2,439 |
All Filings in HLN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,480 | 373 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,223 | 322 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,760 | 273 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||