ELEVATION POINT WEALTH PARTNERS, LLC
Position in TAK — Takeda Pharmaceutical Co Ltd
CIK 1744349
DENVER, CO
Position in TAK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,427,599
-$200,055 QoQ
Shares Held
151,441
+6.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#68
of 376 holders
Holding Since
Sep 2021
8 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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $6,552,245 across 11 Drug Manufacturers - Specialty & Generic names. TAK ranks #1 (37.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TAK |
Takeda Pharmaceutical Co Ltd
This page
|
151,441 | $2,427,599 | |
| 2 | TEVA |
Teva Pharmaceutical Industries Ltd
|
43,802 | $1,484,011 | |
| 3 | ZTS |
Zoetis Inc.
|
9,017 | $647,961 | |
| 4 | VTRS |
Viatris Inc
|
40,285 | $639,725 | |
| 5 | HLN |
Haleon plc
|
38,699 | $361,061 | |
| 6 | ANIP |
Ani Pharmaceuticals Inc
|
3,619 | $299,580 | |
| 7 | ALKS |
Alkermes plc.
|
5,577 | $292,234 | |
| 8 | ELAN |
Elanco Animal Health Inc
|
9,061 | $222,991 |
All Filings in TAK
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,427,599 | 151,441 | Shares | Sole | 2026-08-12 | |
| 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. | ||||||