Ascentis Wealth Management, LLC

Position in TAK — Takeda Pharmaceutical Co Ltd

CIK 2032602 DALLAS, TX

Position in TAK

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$4,808

New position

Shares Held

300

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#304

of 375 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Ascentis Wealth Management, LLC holds $55,543 across 4 Drug Manufacturers - Specialty & Generic names. TAK ranks #3 (8.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TEVA	Teva Pharmaceutical Industries Ltd	844	$28,592
2	ZTS	Zoetis Inc.	288	$20,692
3	TAK	Takeda Pharmaceutical Co Ltd This page	300	$4,808
4	CRON	Cronos Group Inc.	522	$1,451

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,808	300	—	Shares	Sole	2026-07-30
No filing history on record for this holder in this stock.