Transamerica Financial Advisors, LLC
Position in TAK — Takeda Pharmaceutical Co Ltd
CIK 1502149
CEDAR RAPIDS, IA
Position in TAK
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$41,068
+$26,845 QoQ
Shares Held
2,562
+233.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#256
of 378 holders
Holding Since
Jun 2020
7 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, 2026Transamerica Financial Advisors, LLC holds $6,303,747 across 20 Drug Manufacturers - Specialty & Generic names. TAK ranks #7 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELAN |
Elanco Animal Health Inc
|
229,137 | $5,639,061 | |
| 2 | UTHR |
UNITED THERAPEUTICS Corp
|
345 | $186,931 | |
| 3 | AMRX |
Amneal Pharmaceuticals, Inc.
|
10,019 | $173,428 | |
| 4 | ZTS |
Zoetis Inc.
|
1,336 | $96,004 | |
| 5 | VTRS |
Viatris Inc
|
4,335 | $68,839 | |
| 6 | NBIX |
Neurocrine Biosciences Inc
|
283 | $47,696 | |
| 7 | TAK |
Takeda Pharmaceutical Co Ltd
This page
|
2,562 | $41,068 | |
| 8 | HLN |
Haleon plc
|
4,174 | $38,943 |
All Filings in TAK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,068 | 2,562 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $14,223 | 768 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,583 | 294 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,083 | 74 | Shares | Sole | 2025-11-14 | |
| 2024-09-30 | $1 | 1 | Shares | Sole | 2024-11-13 | |
| 2020-12-31 | $291 | 16 | Shares | Sole | 2021-02-16 | |
| 2020-06-30 | $17 | 1 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||