Creative Planning
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Creative Planning’s Takeda Pharmaceutical TAK Stock Holding History

Creative Planning’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 		$9.37M Buy
584,777
+41,781
+8% +$691K 0.01% 931
2026
Q1 		$10.1M Buy
542,996
+147,606
+37% +$2.59M 0.01% 690
2025
Q4 		$6.16M Sell
395,390
-68,004
-15% -$972K ﹤0.01% 862
2025
Q3 		$6.78M Buy
463,394
+91,339
+25% +$1.36M 0.01% 727
2025
Q2 		$5.75M Buy
372,055
+72,494
+24% +$1.07M ﹤0.01% 714
2025
Q1 		$4.45M Buy
299,561
+48,219
+19% +$676K ﹤0.01% 755
2024
Q4 		$3.33M Buy
251,342
+93,712
+59% +$1.29M ﹤0.01% 845
2024
Q3 		$2.24M Buy
157,630
+49,871
+46% +$707K ﹤0.01% 1006
2024
Q2 		$1.39M Sell
107,759
-37,369
-26% -$495K ﹤0.01% 1187
2024
Q1 		$2.02M Buy
145,128
+39,012
+37% +$567K ﹤0.01% 953
2023
Q4 		$1.51M Sell
106,116
-18,877
-15% -$268K ﹤0.01% 1037
2023
Q3 		$1.93M Sell
124,993
-1,951
-2% -$30.2K ﹤0.01% 860
2023
Q2 		$1.99M Buy
126,944
+27,768
+28% +$455K ﹤0.01% 818
2023
Q1 		$1.63M Buy
99,176
+33,116
+50% +$527K ﹤0.01% 865
2022
Q4 		$1.03M Sell
66,060
-1,280
-2% -$17.9K ﹤0.01% 1018
2022
Q3 		$873K Buy
67,340
+25,057
+59% +$348K ﹤0.01% 1017
2022
Q2 		$594K Buy
42,283
+5,779
+16% +$82.5K ﹤0.01% 1222
2022
Q1 		$523K Buy
36,504
+5,283
+17% +$77.6K ﹤0.01% 1301
2021
Q4 		$426K Sell
31,221
-4,071
-12% -$57.1K ﹤0.01% 1400
2021
Q3 		$578K Buy
35,292
+2,893
+9% +$48.6K ﹤0.01% 1213
2021
Q2 		$545K Sell
32,399
-11,366
-26% -$193K ﹤0.01% 1232
2021
Q1 		$799K Buy
43,765
+8,806
+25% +$158K ﹤0.01% 1163
2020
Q4 		$636K Sell
34,959
-18,425
-35% -$323K ﹤0.01% 1174
2020
Q3 		$952K Buy
53,384
+8,347
+19% +$152K ﹤0.01% 827
2020
Q2 		$808K Sell
45,037
-3,687
-8% -$66.2K ﹤0.01% 824
2020
Q1 		$740K Sell
48,724
-180
-0.4% -$3.26K ﹤0.01% 768
2019
Q4 		$965K Sell
48,904
-2,919
-6% -$55.8K ﹤0.01% 806
2019
Q3 		$891K Buy
51,823
+314
+0.6% +$5.43K ﹤0.01% 810
2019
Q2 		$912K Buy
51,509
+13,679
+36% +$249K ﹤0.01% 792
2019
Q1 		$771K Buy
+37,830
New +$761K ﹤0.01% 835

Other funds holding TAK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Creative Planning's TAK Position: Q2 2026 in Review

Creative Planning increased its Takeda Pharmaceutical (TAK) stake by 7.7% in Q2 2026, buying an estimated $691K and bringing the position to 584,777 shares worth $9.37M. The position accounts for 0.01% of the portfolio, ranked #931.

Creative Planning first reported a position in TAK in Q1 2019 and has held it in 30 quarters since. The position peaked at $10.1M in Q1 2026. 376 funds tracked by Wall St. Rank hold TAK as of Q2 2026.

  • Creative Planning held 584,777 shares of Takeda Pharmaceutical worth $9.37M as of Q2 2026.
  • Creative Planning bought 41,781 Takeda Pharmaceutical shares in Q2 2026, an estimated $691K.
  • Takeda Pharmaceutical made up 0.01% of Creative Planning's portfolio in Q2 2026, its #931 holding.
  • Creative Planning first reported a position in Takeda Pharmaceutical in Q1 2019 and has held it in 30 quarters since.
  • Creative Planning's Takeda Pharmaceutical position peaked at $10.1M in Q1 2026.
  • 376 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.