Legacy Wealth Asset Management, LLC
Position in TAK — Takeda Pharmaceutical Co Ltd
CIK 1846151
WOODBURY, MN
Position in TAK
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,567,541
-$503,130 QoQ
Shares Held
160,171
-3.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#3
of 32 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in TAK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Jun 30, 2026Legacy Wealth Asset Management, LLC holds $4,608,761 across 5 Drug Manufacturers - Specialty & Generic names. TAK ranks #1 (55.7% of the industry book) .
All Filings in TAK
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,567,541 | 160,171 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $3,070,671 | 165,803 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $2,600,146 | 166,783 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $2,437,296 | 166,482 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $2,547,576 | 164,785 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,757,968 | 185,472 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,864,681 | 140,837 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,298,179 | 161,616 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $2,127,517 | 164,414 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,188,313 | 157,546 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $2,219,384 | 155,528 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,933,239 | 124,967 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,949,862 | 124,116 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,032,033 | 123,303 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $2,145,795 | 137,551 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,772,934 | 136,695 | Shares | Sole | 2022-10-14 | |
| No filing history on record for this holder in this stock. | ||||||