Back to TKPHF
Heritage Wealth Management, Inc. → TKPHF
Heritage Wealth Management, Inc. TKPHF Position History
Takeda Pharmaceutical Company Limited • Healthcare
Quarters held
5
Latest value
$2.6M
Q3 2026
Peak value
$2.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.3M |
| Q4 2025 | $1.8M |
| Q1 2026 | $1.9M |
| Q2 2026 | $2.5M |
| Q3 2026 | $2.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.6M | 64.9K | — | — |
| Q2 2026 | $2.5M | 57.9K | — | — |
| Q1 2026 | $1.9M | 53.1K | — | — |
| Q4 2025 | $1.8M | 49.1K | — | — |
| Q3 2025 | $1.3M | 37.4K | — | — |
Other funds holding TKPHF
$96.1M
$83.9M
$81.7M
$80.1M
$80.1M
$77.8M
$77.8M