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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

TAK holding history

Takeda Pharmaceutical Co Ltd in every 13F filed by EverSource 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)
16,089
Value
$257.9K
% of portfolio
<0.1%
Quarters held
19
Since Q4 2021
Holdings of TAK by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202616,089$257.9K<0.1%−9,807−37.9%ReducedHolders
Q1 202625,896$479.6K<0.1%+12,669+95.8%AddedHolders
Q4 202513,227$206.2K<0.1%−3,700−21.9%ReducedHolders
Q3 202516,927$247.8K<0.1%+850+5.3%AddedHolders
Q2 202516,077$248.6K<0.1%+9,536+145.8%AddedHolders
Q1 20256,541$97.3K<0.1%+1,351+26.0%AddedHolders
Q4 20245,190$68.7K<0.1%+1,770+51.8%AddedHolders
Q3 20243,420$48.6K<0.1%+338+11.0%AddedHolders
Q2 20243,082$42.8K<0.1%+859+38.6%AddedHolders
Q1 20242,223$29.1K<0.1%+656+41.9%AddedHolders
Q4 20231,567$22.4K<0.1%+135+9.4%AddedHolders
Q3 20231,432$22.1K<0.1%+167+13.2%AddedHolders
Q2 20231,265$19.9K<0.1%−492−28.0%ReducedHolders
Q1 20231,757$29.0K<0.1%+728+70.7%AddedHolders
Q4 20221,029$16.1K<0.1%−2,286−69.0%ReducedHolders
Q3 20223,315$43.0K<0.1%−3,175−48.9%ReducedHolders
Q2 20226,490$91.0K<0.1%+5,070+357.0%AddedHolders
Q1 20221,420$20.0K<0.1%+1,326+1,410.6%AddedHolders
Q4 202194$1.00K<0.1%–No prior filingHolders