Harbor Asset Planning
TAK icon

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
Q3 		$4.28K Hold
235
– – ﹤0.01% 381
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

Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
Ethic Inc
Ethic Inc New York $8.7B AUM 37.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Hantz Financial Services
Hantz Financial Services Southfield, Michigan $7.48B AUM 14.09% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Harbor Asset Planning's TAK Position: Q3 2026 in Review

Harbor Asset Planning held its Takeda Pharmaceutical (TAK) position steady in Q3 2026 at 235 shares worth $4.28K. The position accounts for ﹤0.01% of the portfolio, ranked #381.

Harbor Asset Planning first reported a position in TAK in Q2 2025 and has held it in 6 quarters since. The position peaked at $4.35K in Q1 2026. 214 funds tracked by Wall St. Rank hold TAK as of Q3 2026.

  • Harbor Asset Planning held 235 shares of Takeda Pharmaceutical worth $4.28K as of Q3 2026.
  • Harbor Asset Planning left its Takeda Pharmaceutical share count unchanged in Q3 2026.
  • Takeda Pharmaceutical made up ﹤0.01% of Harbor Asset Planning's portfolio in Q3 2026, its #381 holding.
  • Harbor Asset Planning first reported a position in Takeda Pharmaceutical in Q2 2025 and has held it in 6 quarters since.
  • Harbor Asset Planning's Takeda Pharmaceutical position peaked at $4.35K in Q1 2026.
  • 214 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.