Sowell Financial Services LLC
Position in TAK — Takeda Pharmaceutical Co Ltd
CIK 1633697
NORTH LITTLE ROCK, AR
Position in TAK
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$307,150
+$45,481 QoQ
Shares Held
19,161
+35.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#169
of 375 holders
Holding Since
Mar 2020
8 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, 2026Sowell Financial Services LLC holds $4,969,806 across 4 Drug Manufacturers - Specialty & Generic names. TAK ranks #4 (6.2% of the industry book) .
All Filings in TAK
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $307,150 | 19,161 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $261,669 | 14,129 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $204,400 | 13,111 | Shares | Sole | 2026-01-21 | |
| 2021-03-31 | $8,271 | 453 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $6,406 | 352 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $6,244 | 350 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $6,239 | 348 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $6,269 | 413 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||