Position in TAK
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,802,235
+$573,821 QoQ
Shares Held
97,313
+23.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 58.25223762498331.ToString("F0")%
Shared 0.ToString("F0")%
None 41.7477623750167.ToString("F0")%
Common Shares in TAK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Mar 31, 2026Orion Porfolio Solutions, LLC holds $26,497,028 across 19 Drug Manufacturers - Specialty & Generic names. TAK ranks #6 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZTS |
Zoetis Inc.
|
42,417 | $5,014,113 | |
| 2 | HLN |
Haleon plc
|
388,159 | $3,885,471 | |
| 3 | NBIX |
Neurocrine Biosciences Inc
|
25,141 | $3,312,075 | |
| 4 | INDV |
Indivior Pharmaceuticals, Inc.
|
87,821 | $2,676,784 | |
| 5 | UTHR |
UNITED THERAPEUTICS Corp
|
4,240 | $2,514,234 | |
| 6 | TAK |
Takeda Pharmaceutical Co Ltd
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|
97,313 | $1,802,235 | |
| 7 | LNTH |
Lantheus Holdings, Inc.
|
17,206 | $1,305,074 | |
| 8 | ELAN |
Elanco Animal Health Inc
|
50,786 | $1,215,308 |
All Filings in TAK
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,802,235 | 97,313 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,228,414 | 78,795 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,051,664 | 71,835 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $872,500 | 56,436 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $644,138 | 43,318 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $172,093 | 12,998 | Shares | Sole | 2025-08-01 | |
| No filing history on record for this holder in this stock. | ||||||