Position in TAK
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,744
+$1,115 QoQ
Shares Held
296
+51.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#305
of 375 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TAK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Jun 30, 2026IMA Advisory Services, Inc. holds $51,622 across 11 Drug Manufacturers - Specialty & Generic names. TAK ranks #5 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GALDY |
Galderma Group AG/ADR
|
268 | $12,185 | |
| 2 | HLN |
Haleon plc
|
1,076 | $10,039 | |
| 3 | VTRS |
Viatris Inc
|
629 | $9,988 | |
| 4 | UTHR |
UNITED THERAPEUTICS Corp
|
11 | $5,960 | |
| 5 | TAK |
Takeda Pharmaceutical Co Ltd
This page
|
296 | $4,744 | |
| 6 | PBH |
Prestige Consumer Healthcare Inc.
|
51 | $2,410 | |
| 7 | RDY |
Dr Reddys Laboratories Ltd
|
153 | $2,216 | |
| 8 | TEVA |
Teva Pharmaceutical Industries Ltd
|
48 | $1,626 |
All Filings in TAK
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,744 | 296 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $3,629 | 196 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $3,133 | 201 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,674 | 251 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $3,880 | 251 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,732 | 251 | Shares | Sole | 2025-05-06 | |
| 2024-09-30 | $3,569 | 251 | Shares | Sole | 2024-11-14 | |
| 2023-09-30 | $3,882 | 251 | Shares | Sole | 2023-11-28 | |
| 2023-06-30 | $3,943 | 251 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $4,136 | 251 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $3,915 | 251 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $3,255 | 251 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $3,524 | 251 | Shares | Sole | 2022-08-18 | |
| 2022-03-31 | $3,594 | 251 | Shares | Sole | 2022-06-13 | |
| 2021-12-31 | $3,421 | 251 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,111 | 251 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $4,224 | 251 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $4,583 | 251 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $4,568 | 251 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $4,477 | 251 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $4,500 | 251 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $3,810 | 251 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||