Position in TAK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$284,340
New position
Shares Held
17,738
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#178
of 375 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 10%
Shared 0%
None 90%
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $2,203,089 across 6 Drug Manufacturers - Specialty & Generic names. TAK ranks #2 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TEVA |
Teva Pharmaceutical Industries Ltd
|
32,316 | $1,094,866 | |
| 2 | TAK |
Takeda Pharmaceutical Co Ltd
This page
|
17,738 | $284,340 | |
| 3 | ZTS |
Zoetis Inc.
|
3,816 | $274,217 | |
| 4 | BCRX |
Biocryst Pharmaceuticals Inc
|
21,926 | $219,260 | |
| 5 | VTRS |
Viatris Inc
|
11,151 | $177,077 | |
| 6 | HLN |
Haleon plc
|
16,434 | $153,329 |
All Filings in TAK
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $284,340 | 17,738 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||