Position in TAK
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$8,933,807
+$171,464 QoQ
Shares Held
482,387
-14.2% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 2.658823968159583.ToString("F0")%
Shared 0.ToString("F0")%
None 97.34117603184042.ToString("F0")%
Common Shares in TAK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Mar 31, 2026Focus Partners Wealth holds $54,434,760 across 17 Drug Manufacturers - Specialty & Generic names. TAK ranks #3 (16.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZTS |
Zoetis Inc.
|
137,784 | $16,287,446 | |
| 2 | NBIX |
Neurocrine Biosciences Inc
|
80,335 | $10,583,332 | |
| 3 | TAK |
Takeda Pharmaceutical Co Ltd
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|
482,387 | $8,933,807 | |
| 4 | LNTH |
Lantheus Holdings, Inc.
|
72,517 | $5,500,414 | |
| 5 | UTHR |
UNITED THERAPEUTICS Corp
|
5,854 | $3,471,304 | |
| 6 | ALKS |
Alkermes plc.
|
77,052 | $2,724,558 | |
| 7 | HLN |
Haleon plc
|
195,548 | $1,957,435 | |
| 8 | VTRS |
Viatris Inc
|
132,034 | $1,783,779 |
All Filings in TAK
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,933,807 | 482,387 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,762,343 | 562,049 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,472,652 | 100,591 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,387,936 | 89,776 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,230,314 | 82,738 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $1,054,486 | 79,644 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $212,603 | 14,951 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,653,808 | 127,806 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $872,625 | 62,824 | Shares | Sole | 2024-05-16 | |
| No filing history on record for this holder in this stock. | ||||||