Position in HLN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,291
+$3,190 QoQ
Shares Held
460
+318.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#532
of 639 holders
Holding Since
Dec 2024
7 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, 2026Medallion Wealth Advisors, LLC holds $35,933 across 10 Drug Manufacturers - Specialty & Generic names. HLN ranks #3 (11.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZTS |
Zoetis Inc.
|
194 | $13,940 | |
| 2 | VTRS |
Viatris Inc
|
575 | $9,131 | |
| 3 | HLN |
Haleon plc
This page
|
460 | $4,291 | |
| 4 | TEVA |
Teva Pharmaceutical Industries Ltd
|
100 | $3,388 | |
| 5 | XERS |
Xeris Biopharma Holdings, Inc.
|
390 | $3,088 | |
| 6 | TRLV |
Trulieve Cannabis Corp.
|
116 | $1,140 | |
| 7 | PRGO |
PERRIGO Co plc
|
63 | $654 | |
| 8 | TLRY |
Tilray Brands, Inc.
|
37 | $166 |
All Filings in HLN
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,291 | 460 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,101 | 110 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,112 | 110 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $986 | 110 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 | $1,140 | 110 | Shares | Sole | 2026-04-24 | |
| 2025-03-31 | $2,931 | 285 | Shares | Sole | 2026-04-24 | |
| 2024-12-31 | $2,718 | 285 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||