Position in TAK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$120,721
-$22,975 QoQ
Shares Held
7,531
-2.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#241
of 376 holders
Holding Since
Jun 2021
15 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, 2026Larson Financial Group LLC holds $2,625,097 across 43 Drug Manufacturers - Specialty & Generic names. TAK ranks #6 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZTS |
Zoetis Inc.
|
13,933 | $1,001,225 | |
| 2 | NBIX |
Neurocrine Biosciences Inc
|
1,536 | $258,877 | |
| 3 | LNTH |
Lantheus Holdings, Inc.
|
1,647 | $182,718 | |
| 4 | HIMS |
Hims & Hers Health, Inc.
|
5,015 | $173,870 | |
| 5 | HLN |
Haleon plc
|
16,496 | $153,907 | |
| 6 | TAK |
Takeda Pharmaceutical Co Ltd
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|
7,531 | $120,721 | |
| 7 | HROW |
Harrow, Inc.
|
2,773 | $117,769 | |
| 8 | UTHR |
UNITED THERAPEUTICS Corp
|
183 | $99,154 |
All Filings in TAK
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $120,721 | 7,531 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $143,696 | 7,759 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $109,130 | 7,000 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $114,528 | 7,823 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $84,164 | 5,444 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $81,309 | 5,468 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $65,829 | 4,972 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $70,701 | 4,972 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $58,061 | 4,487 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $62,324 | 4,487 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $116,471 | 8,162 | Shares | Sole | 2024-02-01 | |
| 2022-03-31 | $5,871 | 410 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $5,588 | 410 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $6,552 | 400 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $6,732 | 400 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||