Envestnet Portfolio Solutions, Inc.
Position in TAK — Takeda Pharmaceutical Co Ltd
CIK 1998033
BERWYN, PA
Position in TAK
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$208,341
-$60,995 QoQ
Shares Held
12,997
-10.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#207
of 375 holders
Holding Since
Sep 2023
12 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, 2026Envestnet Portfolio Solutions, Inc. holds $12,262,607 across 8 Drug Manufacturers - Specialty & Generic names. TAK ranks #8 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZTS |
Zoetis Inc.
|
56,135 | $4,033,861 | |
| 2 | VTRS |
Viatris Inc
|
249,892 | $3,968,284 | |
| 3 | UTHR |
UNITED THERAPEUTICS Corp
|
3,445 | $1,866,604 | |
| 4 | HIMS |
Hims & Hers Health, Inc.
|
32,469 | $1,125,700 | |
| 5 | NBIX |
Neurocrine Biosciences Inc
|
2,942 | $495,844 | |
| 6 | HLN |
Haleon plc
|
33,899 | $316,277 | |
| 7 | TEVA |
Teva Pharmaceutical Industries Ltd
|
7,311 | $247,696 | |
| 8 | TAK |
Takeda Pharmaceutical Co Ltd
This page
|
12,997 | $208,341 |
All Filings in TAK
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $208,341 | 12,997 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $269,336 | 14,543 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $426,963 | 27,387 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $271,132 | 18,520 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $233,631 | 15,112 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $174,008 | 11,702 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $312,675 | 23,616 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $365,951 | 25,735 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $386,517 | 29,870 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $357,848 | 25,763 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $342,265 | 23,985 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $345,893 | 22,359 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||