Modern Wealth Management, LLC

Position in TAK — Takeda Pharmaceutical Co Ltd

CIK 2001900 KANSAS CITY, MO

Position in TAK

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$169,292

New position

Shares Held

10,561

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#224

of 375 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 12% Shared 0% None 88%

Healthcare · as of Jun 30, 2026

Modern Wealth Management, LLC holds $931,089 across 4 Drug Manufacturers - Specialty & Generic names. TAK ranks #4 (18.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RDY	Dr Reddys Laboratories Ltd	21,534	$312,026
2	VTRS	Viatris Inc	15,330	$243,439
3	HLN	Haleon plc	22,115	$206,332
4	TAK	Takeda Pharmaceutical Co Ltd This page	10,561	$169,292

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$169,292	10,561	—	Shares	Other	2026-08-14
No filing history on record for this holder in this stock.