ELEVATION POINT WEALTH PARTNERS, LLC
Position in TAK — Takeda Pharmaceutical Co Ltd
CIK 1744349
DENVER, CO
Position in TAK
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$2,627,654
+$2,163,228 QoQ
Shares Held
141,882
+376.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
7 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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $6,627,844 across 9 Drug Manufacturers - Specialty & Generic names. TAK ranks #1 (39.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TAK |
Takeda Pharmaceutical Co Ltd
This page
|
141,882 | $2,627,654 | |
| 2 | TEVA |
Teva Pharmaceutical Industries Ltd
|
44,201 | $1,331,334 | |
| 3 | ZTS |
Zoetis Inc.
|
10,898 | $1,288,252 | |
| 4 | VTRS |
Viatris Inc
|
39,055 | $527,633 | |
| 5 | HLN |
Haleon plc
|
40,396 | $404,363 | |
| 6 | ANIP |
Ani Pharmaceuticals Inc
|
3,556 | $273,456 | |
| 7 | BCRX |
Biocryst Pharmaceuticals Inc
|
12,998 | $123,740 | |
| 8 | AQST |
Aquestive Therapeutics, Inc.
|
10,100 | $41,915 |
All Filings in TAK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,627,654 | 141,882 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $464,426 | 29,790 | Shares | Sole | 2026-02-12 | |
| 2025-06-30 | $1,808 | 117 | Shares | Sole | 2026-02-03 | |
| 2022-06-30 | $405,952 | 28,914 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $413,905 | 28,904 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $326,888 | 23,983 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $365,716 | 22,327 | Shares | Sole | 2021-11-02 | |
| No filing history on record for this holder in this stock. | ||||||