HAP
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Harbor Asset Planning’s Takeda Pharmaceutical TAK Stock Holding History

Harbor Asset 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 		$3.77K Hold
235
– – ﹤0.01% 379
2026
Q1 		$4.35K Hold
235
– – ﹤0.01% 381
2025
Q4 		$3.66K Hold
235
– – ﹤0.01% 394
2025
Q3 		$3.44K Hold
235
– – ﹤0.01% 375
2025
Q2 		$3.63K Buy
+235
New +$3.47K ﹤0.01% 376

Other funds holding TAK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
SCP
Sivia Capital Partners Mill Valley, California $822M AUM 48.82% 1-Year Est. Return
HCMT
Highland Capital Management (Tennessee) Memphis, Tennessee $2.17B AUM 54.74% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

Harbor Asset Planning's TAK Position: Q2 2026 in Review

Harbor Asset Planning held its Takeda Pharmaceutical (TAK) position steady in Q2 2026 at 235 shares worth $3.77K. The position accounts for ﹤0.01% of the portfolio, ranked #379.

Harbor Asset Planning first reported a position in TAK in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.35K in Q1 2026. 77 funds tracked by Wall St. Rank hold TAK as of Q2 2026.

  • Harbor Asset Planning held 235 shares of Takeda Pharmaceutical worth $3.77K as of Q2 2026.
  • Harbor Asset Planning left its Takeda Pharmaceutical share count unchanged in Q2 2026.
  • Takeda Pharmaceutical made up ﹤0.01% of Harbor Asset Planning's portfolio in Q2 2026, its #379 holding.
  • Harbor Asset Planning first reported a position in Takeda Pharmaceutical in Q2 2025 and has held it in 5 quarters since.
  • Harbor Asset Planning's Takeda Pharmaceutical position peaked at $4.35K in Q1 2026.
  • 77 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.