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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, 2026

Sowell Financial Services LLC holds $4,969,806 across 4 Drug Manufacturers - Specialty & Generic names. TAK ranks #4 (6.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 TAK
Takeda Pharmaceutical Co Ltd
This page
19,161 $307,150

All Filings in TAK

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8 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $307,150 19,161
2026-03-31 $261,669 14,129
2025-12-31 $204,400 13,111
2021-03-31 $8,271 453
2020-12-31 $6,406 352
2020-09-30 $6,244 350
2020-06-30 $6,239 348
2020-03-31 $6,269 413