RAFFA WEALTH MANAGEMENT, LLC
Position in TAK — Takeda Pharmaceutical Co Ltd
CIK 1631073
WASHINGTON, DC
Position in TAK
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,334
-$1,721 QoQ
Shares Held
208
-23.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#317
of 375 holders
Holding Since
Mar 2020
26 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, 2026RAFFA WEALTH MANAGEMENT, LLC holds $34,977 across 13 Drug Manufacturers - Specialty & Generic names. TAK ranks #5 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RDY |
Dr Reddys Laboratories Ltd
|
683 | $9,896 | |
| 2 | ZTS |
Zoetis Inc.
|
105 | $7,545 | |
| 3 | NBIX |
Neurocrine Biosciences Inc
|
24 | $4,044 | |
| 4 | HLN |
Haleon plc
|
368 | $3,433 | |
| 5 | TAK |
Takeda Pharmaceutical Co Ltd
This page
|
208 | $3,334 | |
| 6 | VTRS |
Viatris Inc
|
143 | $2,270 | |
| 7 | ELAN |
Elanco Animal Health Inc
|
73 | $1,796 | |
| 8 | TEVA |
Teva Pharmaceutical Industries Ltd
|
38 | $1,287 |
All Filings in TAK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,334 | 208 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $5,055 | 273 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $4,256 | 273 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $3,996 | 273 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $4,220 | 273 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $4,059 | 273 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $3,614 | 273 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $3,882 | 273 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $3,532 | 273 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $3,791 | 273 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $3,895 | 273 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $4,223 | 273 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $4,288 | 273 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $4,499 | 273 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $4,258 | 273 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $3,540 | 273 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $3,832 | 273 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $4,138 | 289 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $3,720 | 273 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $5,159 | 315 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $5,301 | 315 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $6,957 | 381 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $7,079 | 389 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $3,675 | 206 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $4,876 | 272 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $2,155 | 142 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||