Position in TAK
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$635,573
-$175,436 QoQ
Shares Held
39,649
-9.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#127
of 376 holders
Holding Since
Dec 2020
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TAK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Jun 30, 2026Aaron Wealth Advisors LLC holds $2,548,313 across 5 Drug Manufacturers - Specialty & Generic names. TAK ranks #1 (24.9% of the industry book) .
All Filings in TAK
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $635,573 | 39,649 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $811,009 | 43,791 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $471,784 | 30,262 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $448,525 | 30,637 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $483,387 | 31,267 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $362,813 | 24,399 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $331,000 | 25,000 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $331,752 | 23,330 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $260,973 | 20,168 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $293,162 | 21,106 | Shares | Sole | 2024-04-25 | |
| 2023-09-30 | $284,694 | 18,403 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $207,654 | 13,218 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $235,960 | 14,318 | Shares | Sole | 2023-05-02 | |
| 2022-03-31 | $1,340,079 | 93,581 | Shares | Sole | 2022-05-10 | |
| 2021-06-30 | $990,546 | 58,856 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,085,283 | 59,435 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $220,929 | 12,139 | Shares | Sole | 2021-02-04 | |
| No filing history on record for this holder in this stock. | ||||||