Financial Perspectives, Inc
Position in TAK — Takeda Pharmaceutical Co Ltd
CIK 2003287
MINNEAPOLIS, MN
Position in TAK
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$23,035
-$3,578 QoQ
Shares Held
1,437
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#266
of 375 holders
Holding Since
Mar 2020
26 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, 2026Financial Perspectives, Inc holds $444,323 across 8 Drug Manufacturers - Specialty & Generic names. TAK ranks #2 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TEVA |
Teva Pharmaceutical Industries Ltd
|
11,251 | $381,183 | |
| 2 | TAK |
Takeda Pharmaceutical Co Ltd
This page
|
1,437 | $23,035 | |
| 3 | VTRS |
Viatris Inc
|
1,366 | $21,692 | |
| 4 | ZTS |
Zoetis Inc.
|
139 | $9,988 | |
| 5 | HLN |
Haleon plc
|
628 | $5,859 | |
| 6 | SUPN |
Supernus Pharmaceuticals, Inc.
|
52 | $2,418 | |
| 7 | CRON |
Cronos Group Inc.
|
45 | $125 | |
| 8 | OGI |
Organigram Global Inc.
|
23 | $23 |
All Filings in TAK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,035 | 1,437 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $26,613 | 1,437 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $22,402 | 1,437 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $21,037 | 1,437 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $22,216 | 1,437 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $21,368 | 1,437 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $19,025 | 1,437 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $20,434 | 1,437 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $18,594 | 1,437 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $19,959 | 1,437 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $20,505 | 1,437 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $22,230 | 1,437 | Shares | Sole | 2024-01-10 | |
| 2023-06-30 | $22,575 | 1,437 | Shares | Sole | 2024-01-10 | |
| 2023-03-31 | $23,681 | 1,437 | Shares | Sole | 2024-01-10 | |
| 2022-12-31 | $22,417 | 1,437 | Shares | Sole | 2024-01-10 | |
| 2022-09-30 | $18,637 | 1,437 | Shares | Sole | 2024-01-10 | |
| 2022-06-30 | $20,175 | 1,437 | Shares | Sole | 2024-01-10 | |
| 2022-03-31 | $20,577 | 1,437 | Shares | Sole | 2024-01-10 | |
| 2021-12-31 | $19,586 | 1,437 | Shares | Sole | 2024-01-10 | |
| 2021-09-30 | $23,538 | 1,437 | Shares | Sole | 2024-01-10 | |
| 2021-06-30 | $88,222 | 5,242 | Shares | Sole | 2024-01-10 | |
| 2021-03-31 | $5,242 | 95,719 | Shares | Sole | 2024-01-10 | |
| 2020-12-31 | $69,251 | 3,805 | Shares | Sole | 2024-01-10 | |
| 2020-09-30 | $67,881 | 3,805 | Shares | Sole | 2024-01-10 | |
| 2020-06-30 | $68,223 | 3,805 | Shares | Sole | 2024-01-10 | |
| 2020-03-31 | $57,759 | 3,805 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||