EVERMAY WEALTH MANAGEMENT LLC
Position in TAK — Takeda Pharmaceutical Co Ltd
CIK 1066816
ARLINGTON, VA
Position in TAK
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$4,600
+$1,655 QoQ
Shares Held
287
+64.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#307
of 375 holders
Holding Since
Jun 2021
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TAK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Jun 30, 2026EVERMAY WEALTH MANAGEMENT LLC holds $223,611 across 7 Drug Manufacturers - Specialty & Generic names. TAK ranks #4 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UTHR |
UNITED THERAPEUTICS Corp
|
373 | $202,102 | |
| 2 | TEVA |
Teva Pharmaceutical Industries Ltd
|
216 | $7,318 | |
| 3 | HLN |
Haleon plc
|
619 | $5,775 | |
| 4 | TAK |
Takeda Pharmaceutical Co Ltd
This page
|
287 | $4,600 | |
| 5 | VTRS |
Viatris Inc
|
216 | $3,430 | |
| 6 | ZTS |
Zoetis Inc.
|
5 | $359 | |
| 7 | CRON |
Cronos Group Inc.
|
10 | $27 |
All Filings in TAK
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,600 | 287 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $2,945 | 175 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||