Beacon Pointe Advisors, LLC
Position in TAK — Takeda Pharmaceutical Co Ltd
CIK 1744317
NEWPORT BEACH, CA
Position in TAK
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$609,863
+$424,997 QoQ
Shares Held
32,930
+175.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
8 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, 2026Beacon Pointe Advisors, LLC holds $6,694,336 across 7 Drug Manufacturers - Specialty & Generic names. TAK ranks #3 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZTS |
Zoetis Inc.
|
29,753 | $3,517,102 | |
| 2 | UTHR |
UNITED THERAPEUTICS Corp
|
2,417 | $1,433,232 | |
| 3 | TAK |
Takeda Pharmaceutical Co Ltd
This page
|
32,930 | $609,863 | |
| 4 | HLN |
Haleon plc
|
48,499 | $485,474 | |
| 5 | VTRS |
Viatris Inc
|
27,557 | $372,295 | |
| 6 | AQST |
Aquestive Therapeutics, Inc.
|
60,500 | $251,075 | |
| 7 | BTAI |
BioXcel Therapeutics, Inc.
|
18,877 | $25,295 |
All Filings in TAK
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $609,863 | 32,930 | Shares | Sole | 2026-05-15 | |
| 2023-09-30 | $184,866 | 11,950 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $178,544 | 11,365 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $211,273 | 12,820 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $184,750 | 11,843 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $168,802 | 12,023 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $169,849 | 11,861 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $145,445 | 10,671 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||