EP Wealth Advisors, LLC
- SEC CIK
- 0001540569
- Latest filing
- Aug 11, 2026
TAK holding history
Takeda Pharmaceutical Co Ltd in every 13F filed by EP Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
TAK overviewAll 13F holders of TAKFull Q2 2026 holdings
- Shares (Q2 2026)
- 14,674
- Value
- $235.2K
- % of portfolio
- <0.1%
- Quarters held
- 7
- Since Q3 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 14,674 | $235.2K | <0.1% | +595+4.2% | Added | Holders |
| Q1 2026 | 14,079 | $260.7K | <0.1% | −9,002−39.0% | Reduced | Holders |
| Q4 2025 | 23,081 | $359.8K | <0.1% | – | No prior filing | Holders |
| Q3 2024 | 0 | $0 | 0.0% | −15,028−100.0% | Sold out | Holders |
| Q2 2024 | 15,028 | $194.5K | <0.1% | +15,028 | New | Holders |
| Q3 2022 | 0 | $0 | 0.0% | −21,220−100.0% | Sold out | Holders |
| Q2 2022 | 21,220 | $298.0K | <0.1% | +7,528+55.0% | Added | Holders |
| Q1 2022 | 13,692 | $196.0K | <0.1% | +13,692 | New | Holders |
| Q4 2021 | 0 | $0 | 0.0% | −12,294−100.0% | Sold out | Holders |
| Q3 2021 | 12,294 | $201.0K | <0.1% | +12,294 | New | Holders |