Position in TAK
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$58,317
+$10,517 QoQ
Shares Held
3,638
+41.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#28
of 52 holders
Holding Since
Dec 2022
15 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, 2026True Wealth Design, LLC holds $493,263 across 27 Drug Manufacturers - Specialty & Generic names. TAK ranks #3 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NBIX |
Neurocrine Biosciences Inc
|
1,064 | $179,326 | |
| 2 | UTHR |
UNITED THERAPEUTICS Corp
|
162 | $87,776 | |
| 3 | TAK |
Takeda Pharmaceutical Co Ltd
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|
3,638 | $58,317 | |
| 4 | KNSA |
Kiniksa Pharmaceuticals International, plc
|
687 | $43,933 | |
| 5 | PRGO |
PERRIGO Co plc
|
1,498 | $15,564 | |
| 6 | TEVA |
Teva Pharmaceutical Industries Ltd
|
431 | $14,602 | |
| 7 | ELAN |
Elanco Animal Health Inc
|
576 | $14,175 | |
| 8 | ZTS |
Zoetis Inc.
|
166 | $11,928 |
All Filings in TAK
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $58,317 | 3,638 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $47,800 | 2,581 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $28,342 | 1,818 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $39,689 | 2,711 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $3,076 | 199 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,869 | 193 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,595 | 196 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,289 | 161 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,083 | 161 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,666 | 120 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $970 | 68 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,051 | 68 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,068 | 68 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,120 | 68 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,622 | 104 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||