JACKSON THORNTON WEALTH MANAGEMENT, LLC

Position in TAK — Takeda Pharmaceutical Co Ltd

CIK 1903880 MONTGOMERY, AL

Back to TAK Full portfolio

Position in TAK

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$350,944

+$84,998 QoQ

Shares Held

21,893

+52.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#160

of 375 holders

Holding Since

Mar 2025

6 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, 2026

JACKSON THORNTON WEALTH MANAGEMENT, LLC holds $997,353 across 3 Drug Manufacturers - Specialty & Generic names. TAK ranks #2 (35.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NBIX	Neurocrine Biosciences Inc	2,633	$443,765
2	TAK	Takeda Pharmaceutical Co Ltd This page	21,893	$350,944
3	UTHR	UNITED THERAPEUTICS Corp	374	$202,644

All Filings in TAK

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6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$350,944	21,893	+52.5%	Shares	Sole	2026-08-06
2026-03-31	$265,946	14,360	+9.4%	Shares	Sole	2026-04-29
2025-12-31	$204,665	13,128	-14.8%	Shares	Sole	2026-01-22
2025-09-30	$225,616	15,411	+20.6%	Shares	Other	2025-10-29
2025-06-30	$197,562	12,779	+7.8%	Shares	Sole	2025-07-30
2025-03-31	$176,343	11,859	—	Shares	Sole	2025-04-29
No filing history on record for this holder in this stock.