Global Retirement Partners, LLC
PensionPosition in TAK — Takeda Pharmaceutical Co Ltd
CIK 1749744
San Rafael, CA
Position in TAK
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$618,966
+$116,376 QoQ
Shares Held
38,613
+19.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#129
of 375 holders
Holding Since
Mar 2020
23 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, 2026Global Retirement Partners, LLC holds $5,689,451 across 41 Drug Manufacturers - Specialty & Generic names. TAK ranks #3 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NBIX |
Neurocrine Biosciences Inc
|
10,222 | $1,722,815 | |
| 2 | UTHR |
UNITED THERAPEUTICS Corp
|
1,509 | $817,621 | |
| 3 | TAK |
Takeda Pharmaceutical Co Ltd
This page
|
38,613 | $618,966 | |
| 4 | VTRS |
Viatris Inc
|
23,981 | $380,818 | |
| 5 | ELAN |
Elanco Animal Health Inc
|
15,299 | $376,508 | |
| 6 | AMRX |
Amneal Pharmaceuticals, Inc.
|
18,109 | $313,466 | |
| 7 | EOLS |
Evolus, Inc.
|
36,100 | $250,534 | |
| 8 | HLN |
Haleon plc
|
25,690 | $239,687 |
All Filings in TAK
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $618,966 | 38,613 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $502,590 | 32,238 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $136,210 | 9,304 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $780,328 | 50,474 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $7,361 | 556 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $45,120 | 3,173 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $79,516 | 6,145 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $83,228 | 5,992 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $87,574 | 6,137 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $94,599 | 6,115 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $94,055 | 5,987 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $93,771 | 5,690 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $64,818 | 4,155 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $68,325 | 5,268 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $90,122 | 6,419 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $108,660 | 7,588 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $84,963 | 5,187 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $85,445 | 5,077 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $79,102 | 4,332 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $78,842 | 4,332 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $69,237 | 3,881 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $65,534 | 3,655 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $51,186 | 3,372 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||