Steward Partners Investment Advisory, LLC
Position in TAK — Takeda Pharmaceutical Co Ltd
CIK 1723397
STAMFORD, CT
Position in TAK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,859,608
+$1,841,496 QoQ
Shares Held
116,008
+11761.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#76
of 375 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TAK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Jun 30, 2026Steward Partners Investment Advisory, LLC holds $15,321,816 across 33 Drug Manufacturers - Specialty & Generic names. TAK ranks #4 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZTS |
Zoetis Inc.
|
64,872 | $4,661,701 | |
| 2 | HROW |
Harrow, Inc.
|
90,251 | $3,832,959 | |
| 3 | LNTH |
Lantheus Holdings, Inc.
|
18,033 | $2,000,581 | |
| 4 | TAK |
Takeda Pharmaceutical Co Ltd
This page
|
116,008 | $1,859,608 | |
| 5 | PCRX |
Pacira BioSciences, Inc.
|
36,273 | $920,246 | |
| 6 | VTRS |
Viatris Inc
|
29,511 | $468,634 | |
| 7 | PBH |
Prestige Consumer Healthcare Inc.
|
7,030 | $332,308 | |
| 8 | HLN |
Haleon plc
|
27,398 | $255,623 |
All Filings in TAK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,859,608 | 116,008 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $18,112 | 978 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $15,247 | 978 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $14,844 | 1,014 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $15,320 | 991 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $14,736 | 991 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $11,240 | 849 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $12,072 | 849 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,869 | 299 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $10,598 | 763 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $10,888 | 763 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $12,283 | 794 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $11,295 | 719 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $9,377 | 569 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $10,826 | 694 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $20,816 | 1,605 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $4,282 | 305 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $8,176 | 571 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $9,213 | 676 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $12,710 | 776 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $15,618 | 928 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $41,085 | 2,250 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $20,092 | 1,104 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $31,112 | 1,744 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $36,433 | 2,032 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $23,255 | 1,532 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||