Position in TAK
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$46,985
+$4,970 QoQ
Shares Held
2,537
-5.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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 Mar 31, 2026SHP Wealth Management holds $184,971 across 18 Drug Manufacturers - Specialty & Generic names. TAK ranks #2 (25.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HIMS |
Hims & Hers Health, Inc.
|
3,158 | $65,560 | |
| 2 | TAK |
Takeda Pharmaceutical Co Ltd
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|
2,537 | $46,985 | |
| 3 | ZTS |
Zoetis Inc.
|
143 | $16,904 | |
| 4 | RMTI |
Rockwell Medical, Inc.
|
1,421 | $12,646 | |
| 5 | HLN |
Haleon plc
|
1,011 | $10,120 | |
| 6 | ANIK |
Anika Therapeutics, Inc.
|
681 | $9,874 | |
| 7 | RDY |
Dr Reddys Laboratories Ltd
|
504 | $6,980 | |
| 8 | TEVA |
Teva Pharmaceutical Industries Ltd
|
163 | $4,909 |
All Filings in TAK
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $46,985 | 2,537 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $42,015 | 2,695 | Shares | Sole | 2026-03-04 | |
| No filing history on record for this holder in this stock. | ||||||