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Cornerstone Planning Group’s Takeda Pharmaceutical TAK Stock Holding History

Cornerstone Planning Group’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
Q2 		$11.5K Buy
679
+64
+10% +$1.06K ﹤0.01% 853
2026
Q1 		$10.2K Buy
615
+158
+35% +$2.77K ﹤0.01% 887
2025
Q4 		$7.63K Buy
457
+176
+63% +$2.52K ﹤0.01% 857
2025
Q3 		$31.3K Sell
281
-321
-53% -$4.77K 0.01% 454
2025
Q2 		$8.55K Buy
602
+140
+30% +$2.07K ﹤0.01% 591
2025
Q1 		$7.01K Buy
462
+94
+26% +$1.32K ﹤0.01% 647
2024
Q4 		$4.91K Sell
368
-154
-30% -$2.12K ﹤0.01% 582
2024
Q3 		$7.23K Buy
522
+61
+13% +$865 ﹤0.01% 487
2024
Q2 		$6.37K Buy
461
+341
+284% +$4.51K ﹤0.01% 522
2024
Q1 		$1.6K Buy
120
+102
+567% +$1.48K ﹤0.01% 702
2023
Q4 		$257 Hold
18
– – ﹤0.01% 842
2023
Q3 		$278 Buy
+18
New +$279 ﹤0.01% 983

Other funds holding TAK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MAP
Managed Asset Portfolios Rochester, Michigan $875M AUM 41.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cornerstone Planning Group's TAK Position: Q2 2026 in Review

Cornerstone Planning Group increased its Takeda Pharmaceutical (TAK) stake by 10% in Q2 2026, buying an estimated $1.06K and bringing the position to 679 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #853.

Cornerstone Planning Group first reported a position in TAK in Q3 2023 and has held it in 12 quarters since. The position peaked at $31.3K in Q3 2025. 219 funds tracked by Wall St. Rank hold TAK as of Q2 2026.

  • Cornerstone Planning Group held 679 shares of Takeda Pharmaceutical worth $11.5K as of Q2 2026.
  • Cornerstone Planning Group bought 64 Takeda Pharmaceutical shares in Q2 2026, an estimated $1.06K.
  • Takeda Pharmaceutical made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #853 holding.
  • Cornerstone Planning Group first reported a position in Takeda Pharmaceutical in Q3 2023 and has held it in 12 quarters since.
  • Cornerstone Planning Group's Takeda Pharmaceutical position peaked at $31.3K in Q3 2025.
  • 219 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.