Position in TAK
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$1,074
+$170 QoQ
Shares Held
58
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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 Mar 31, 2026BROWN, LISLE/CUMMINGS, INC. holds $217,729 across 9 Drug Manufacturers - Specialty & Generic names. TAK ranks #7 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZTS |
Zoetis Inc.
|
1,621 | $191,618 | |
| 2 | VTRS |
Viatris Inc
|
800 | $10,808 | |
| 3 | ELAN |
Elanco Animal Health Inc
|
300 | $7,179 | |
| 4 | HLN |
Haleon plc
|
393 | $3,933 | |
| 5 | SUPN |
Supernus Pharmaceuticals, Inc.
|
27 | $1,395 | |
| 6 | UTHR |
UNITED THERAPEUTICS Corp
|
2 | $1,185 | |
| 7 | TAK |
Takeda Pharmaceutical Co Ltd
This page
|
58 | $1,074 | |
| 8 | AMPH |
Amphastar Pharmaceuticals, Inc.
|
27 | $528 |
All Filings in TAK
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,074 | 58 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $904 | 58 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $849 | 58 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $896 | 58 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $862 | 58 | Shares | Sole | 2025-04-22 | |
| No filing history on record for this holder in this stock. | ||||||