UNITED CAPITAL FINANCIAL ADVISORS, LLC

Position in TAK — Takeda Pharmaceutical Co Ltd

CIK 1463217 IRVING, TX

Back to TAK Full portfolio

Position in TAK

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$440,760

-$138,916 QoQ

Shares Held

27,496

-12.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#146

of 375 holders

Holding Since

Dec 2023

11 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, 2026

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $5,747,253 across 11 Drug Manufacturers - Specialty & Generic names. TAK ranks #5 (7.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ZTS	Zoetis Inc.	19,404	$1,394,371
2	TEVA	Teva Pharmaceutical Industries Ltd	32,054	$1,085,989
3	VTRS	Viatris Inc	44,259	$702,832
4	COLL	Collegium Pharmaceutical, Inc	12,842	$464,880
5	TAK	Takeda Pharmaceutical Co Ltd This page	27,496	$440,760
6	RDY	Dr Reddys Laboratories Ltd	24,898	$360,772
7	HLN	Haleon plc	38,318	$357,506
8	UTHR	UNITED THERAPEUTICS Corp	534	$289,337

All Filings in TAK

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11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$440,760	27,496	-12.2%	Shares	Defined	2026-08-17
2026-03-31	$579,676	31,300	-4.1%	Shares	Defined	2026-05-15
2025-12-31	$508,842	32,639	+10.0%	Shares	Defined	2026-02-17
2025-09-30	$434,383	29,671	-1.9%	Shares	Defined	2025-11-14
2025-06-30	$467,726	30,254	-5.2%	Shares	Defined	2025-08-11
2025-03-31	$474,709	31,924	+18.6%	Shares	Defined	2025-05-13
2024-12-31	$356,261	26,908	-11.6%	Shares	Defined	2025-02-13
2024-09-30	$432,942	30,446	+21.8%	Shares	Defined	2024-11-12
2024-06-30	$323,448	24,996	+9.9%	Shares	Defined	2024-08-14
2024-03-31	$315,997	22,750	-5.0%	Shares	Defined	2024-05-15
2023-12-31	$341,894	23,959	—	Shares	Defined	2024-02-14
No filing history on record for this holder in this stock.