HANTZ FINANCIAL SERVICES, INC.
Position in TAK — Takeda Pharmaceutical Co Ltd
CIK 1071061
SOUTHFIELD, MI
Position in TAK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,322,489
-$919,374 QoQ
Shares Held
269,650
-4.7% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#48
of 377 holders
Holding Since
Mar 2021
22 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, 2026HANTZ FINANCIAL SERVICES, INC. holds $25,049,020 across 25 Drug Manufacturers - Specialty & Generic names. TAK ranks #3 (17.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HLN |
Haleon plc
|
852,184 | $7,950,876 | |
| 2 | ZTS |
Zoetis Inc.
|
81,045 | $5,823,893 | |
| 3 | TAK |
Takeda Pharmaceutical Co Ltd
This page
|
269,650 | $4,322,489 | |
| 4 | TEVA |
Teva Pharmaceutical Industries Ltd
|
41,890 | $1,419,233 | |
| 5 | UTHR |
UNITED THERAPEUTICS Corp
|
2,278 | $1,234,288 | |
| 6 | NBIX |
Neurocrine Biosciences Inc
|
6,706 | $1,130,229 | |
| 7 | VTRS |
Viatris Inc
|
30,373 | $482,323 | |
| 8 | LNTH |
Lantheus Holdings, Inc.
|
4,265 | $473,159 |
All Filings in TAK
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,322,489 | 269,650 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $5,241,863 | 283,038 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $3,951,722 | 253,478 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $3,808,947 | 260,174 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3,513,145 | 227,241 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $3,263,935 | 219,498 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,901,824 | 219,171 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $3,223,460 | 226,685 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,843,150 | 219,718 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $3,202,408 | 230,555 | Shares | Sole | 2024-08-06 | |
| 2023-12-31 | $3,242,957 | 227,257 | Shares | Sole | 2024-08-06 | |
| 2023-09-30 | $3,635,125 | 234,979 | Shares | Sole | 2024-08-06 | |
| 2023-06-30 | $3,638,373 | 231,596 | Shares | Sole | 2024-08-06 | |
| 2023-03-31 | $3,822,239 | 231,932 | Shares | Sole | 2024-08-06 | |
| 2022-12-31 | $3,617,437 | 231,887 | Shares | Sole | 2024-08-06 | |
| 2022-09-30 | $3,073,734 | 236,988 | Shares | Sole | 2024-08-06 | |
| 2022-06-30 | $3,273,060 | 233,124 | Shares | Sole | 2024-08-06 | |
| 2022-03-31 | $3,203,169 | 223,685 | Shares | Sole | 2024-08-06 | |
| 2021-12-31 | $2,469,197 | 181,159 | Shares | Sole | 2024-08-06 | |
| 2021-09-30 | $2,747,630 | 167,743 | Shares | Sole | 2024-08-06 | |
| 2021-06-30 | $2,315,925 | 137,607 | Shares | Sole | 2024-08-06 | |
| 2021-03-31 | $2,110,618 | 115,587 | Shares | Sole | 2024-08-06 | |
| No filing history on record for this holder in this stock. | ||||||