Position in TAK
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$985,356
+$613,504 QoQ
Shares Held
53,205
+123.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
10 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in TAK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Mar 31, 2026RITHOLTZ WEALTH MANAGEMENT holds $15,325,288 across 16 Drug Manufacturers - Specialty & Generic names. TAK ranks #7 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INDV |
Indivior Pharmaceuticals, Inc.
|
114,778 | $3,498,433 | |
| 2 | ALKS |
Alkermes plc.
|
45,844 | $1,621,043 | |
| 3 | VTRS |
Viatris Inc
|
104,828 | $1,416,226 | |
| 4 | AMRX |
Amneal Pharmaceuticals, Inc.
|
102,557 | $1,274,783 | |
| 5 | BHC |
Bausch Health Companies Inc.
|
222,459 | $1,201,278 | |
| 6 | ZTS |
Zoetis Inc.
|
9,842 | $1,163,422 | |
| 7 | TAK |
Takeda Pharmaceutical Co Ltd
This page
|
53,205 | $985,356 | |
| 8 | HLN |
Haleon plc
|
97,069 | $971,660 |
All Filings in TAK
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $985,356 | 53,205 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $371,852 | 23,852 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $866,087 | 59,159 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $367,113 | 23,746 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $345,682 | 23,247 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $334,031 | 25,229 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $386,343 | 27,169 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $314,687 | 24,319 | Shares | Sole | 2024-08-01 | |
| 2023-09-30 | $175,723 | 11,359 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $185,582 | 11,813 | Shares | Sole | 2023-07-17 | |
| No filing history on record for this holder in this stock. | ||||||