TD PRIVATE CLIENT WEALTH LLC
Position in TAK — Takeda Pharmaceutical Co Ltd
CIK 1551017
NEW YORK, NY
Position in TAK
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$353,461
-$89,630 QoQ
Shares Held
22,050
-7.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#159
of 376 holders
Holding Since
Mar 2020
24 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, 2026TD PRIVATE CLIENT WEALTH LLC holds $1,889,957 across 17 Drug Manufacturers - Specialty & Generic names. TAK ranks #2 (18.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UTHR |
UNITED THERAPEUTICS Corp
|
1,321 | $715,757 | |
| 2 | TAK |
Takeda Pharmaceutical Co Ltd
This page
|
22,050 | $353,461 | |
| 3 | HLN |
Haleon plc
|
24,576 | $229,294 | |
| 4 | ZTS |
Zoetis Inc.
|
2,923 | $210,046 | |
| 5 | INDV |
Indivior Pharmaceuticals, Inc.
|
2,358 | $96,748 | |
| 6 | COLL |
Collegium Pharmaceutical, Inc
|
2,491 | $90,174 | |
| 7 | TEVA |
Teva Pharmaceutical Industries Ltd
|
1,529 | $51,802 | |
| 8 | AMPH |
Amphastar Pharmaceuticals, Inc.
|
2,379 | $48,008 |
All Filings in TAK
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $353,461 | 22,050 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $443,091 | 23,925 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $153,156 | 9,824 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $3,703 | 253 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $3,911 | 253 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $4,713 | 317 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $3,151 | 238 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $3,384 | 238 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $3,079 | 238 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,597 | 115 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $1,641 | 115 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $1,779 | 115 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $1,806 | 115 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $3,328 | 202 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $17,721 | 1,136 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $6,759 | 472 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $6,433 | 472 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $317,198 | 19,365 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $439,767 | 26,130 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $488,363 | 26,745 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $374,701 | 20,588 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $384,380 | 21,546 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $485,849 | 27,097 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $437,381 | 28,813 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||