Superior Planning, LLC’s Takeda Pharmaceutical TAK Stock Holding History

Superior Planning, LLC’s Portfolio TAK Stock Details TAK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$44.5K	Buy	+2,449	New	+$43.4K	0.02%	415

Other funds holding TAK

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Managed Asset Portfolios Rochester, Michigan $902M AUM 36.95% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Superior Planning, LLC's TAK Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Takeda Pharmaceutical (TAK) in Q3 2026: 2,449 shares worth $44.5K. The stake represents 0.02% of the portfolio and ranks #415 among its holdings.

278 funds tracked by Wall St. Rank hold TAK as of Q3 2026.

Superior Planning, LLC held 2,449 shares of Takeda Pharmaceutical worth $44.5K as of Q3 2026.
Takeda Pharmaceutical was a new Superior Planning, LLC position in Q3 2026.
Takeda Pharmaceutical made up 0.02% of Superior Planning, LLC's portfolio in Q3 2026, its #415 holding.
278 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.