EverSource Wealth Advisors, LLC
Position in TAK — Takeda Pharmaceutical Co Ltd
CIK 1710537
BIRMINGHAM, AL
Position in TAK
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$257,903
-$221,683 QoQ
Shares Held
16,089
-37.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#190
of 376 holders
Holding Since
Dec 2021
19 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, 2026EverSource Wealth Advisors, LLC holds $2,810,448 across 53 Drug Manufacturers - Specialty & Generic names. TAK ranks #4 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NBIX |
Neurocrine Biosciences Inc
|
3,136 | $528,538 | |
| 2 | UTHR |
UNITED THERAPEUTICS Corp
|
789 | $427,499 | |
| 3 | HLN |
Haleon plc
|
32,803 | $306,048 | |
| 4 | TAK |
Takeda Pharmaceutical Co Ltd
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|
16,089 | $257,903 | |
| 5 | PAHC |
Phibro Animal Health Corp
|
6,009 | $188,681 | |
| 6 | COLL |
Collegium Pharmaceutical, Inc
|
5,126 | $185,557 | |
| 7 | ELAN |
Elanco Animal Health Inc
|
5,767 | $141,922 | |
| 8 | ZTS |
Zoetis Inc.
|
1,468 | $105,486 |
All Filings in TAK
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $257,903 | 16,089 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $479,586 | 25,896 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $206,205 | 13,227 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $247,808 | 16,927 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $248,549 | 16,077 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $97,263 | 6,541 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $68,713 | 5,190 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $48,631 | 3,420 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $39,880 | 3,082 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $30,876 | 2,223 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $22,361 | 1,567 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $22,152 | 1,432 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $19,872 | 1,265 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $28,954 | 1,757 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $16,052 | 1,029 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $42,995 | 3,315 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $91,118 | 6,490 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $20,334 | 1,420 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $1,281 | 94 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||