West Family Investments, Inc.
Position in TAK — Takeda Pharmaceutical Co Ltd
CIK 1568303
CARLSBAD, CA
Position in TAK
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$281,438
-$7,585 QoQ
Shares Held
17,557
+12.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#180
of 378 holders
Holding Since
Jun 2021
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TAK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Jun 30, 2026West Family Investments, Inc. holds $1,862,039 across 5 Drug Manufacturers - Specialty & Generic names. TAK ranks #4 (15.1% of the industry book) .
All Filings in TAK
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $281,438 | 17,557 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $289,023 | 15,606 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $233,959 | 15,007 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $554,226 | 37,857 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $559,760 | 36,207 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $497,669 | 33,468 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $443,116 | 33,468 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $253,542 | 17,830 | Shares | Sole | 2024-11-08 | |
| 2022-09-30 | $276,494 | 21,318 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $272,825 | 19,432 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $246,275 | 17,198 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $563,082 | 41,312 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $436,395 | 26,642 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $967,085 | 57,462 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||