Position in TAK
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$688,712
+$425,136 QoQ
Shares Held
42,964
+201.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#16
of 113 holders
Holding Since
Jun 2024
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 Jun 30, 2026Atria Investments, Inc holds $17,433,997 across 16 Drug Manufacturers - Specialty & Generic names. TAK ranks #8 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZTS |
Zoetis Inc.
|
41,255 | $2,964,584 | |
| 2 | ELAN |
Elanco Animal Health Inc
|
107,060 | $2,634,746 | |
| 3 | VTRS |
Viatris Inc
|
162,893 | $2,586,740 | |
| 4 | NBIX |
Neurocrine Biosciences Inc
|
12,667 | $2,134,896 | |
| 5 | HLN |
Haleon plc
|
178,931 | $1,669,426 | |
| 6 | TEVA |
Teva Pharmaceutical Industries Ltd
|
39,602 | $1,341,715 | |
| 7 | PBH |
Prestige Consumer Healthcare Inc.
|
17,098 | $808,222 | |
| 8 | TAK |
Takeda Pharmaceutical Co Ltd
This page
|
42,964 | $688,712 |
All Filings in TAK
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $688,712 | 42,964 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $263,576 | 14,232 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $164,006 | 10,520 | Shares | Sole | 2026-02-05 | |
| 2024-09-30 | $220,523 | 15,508 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $283,683 | 21,923 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||