PDS Planning’s Takeda Pharmaceutical TAK Stock Holding History

PDS 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	$274K	Buy	17,116 +1,130	+7%	+$18.7K	0.02%	456
2026 Q1	$296K	Buy	15,986 +698	+5%	+$12.3K	0.02%	396
2025 Q4	$238K	Sell	15,288 -396	-3%	-$5.66K	0.02%	453
2025 Q3	$230K	Sell	15,684 -2,201	-12%	-$32.7K	0.02%	453
2025 Q2	$277K	Sell	17,885 -1,942	-10%	-$28.7K	0.02%	376
2025 Q1	$295K	Buy	19,827 +4,068	+26%	+$57K	0.02%	330
2024 Q4	$209K	Buy	15,759 +5,316	+51%	+$73K	0.02%	393
2024 Q3	$148K	Buy	+10,443	New	+$148K	0.01%	415
2024 Q2	–	Sell	-10,553	Closed	-$147K	–	414
2024 Q1	$147K	Buy	+10,553	New	+$153K	0.02%	367
2023 Q4	–	Sell	-11,312	Closed	-$175K	–	380
2023 Q3	$175K	Buy	11,312 +323	+3%	+$5K	0.02%	312
2023 Q2	$173K	Sell	10,989 -50	-0.5%	-$819	0.02%	314
2023 Q1	$182K	Buy	+11,039	New	+$176K	0.03%	276

Other funds holding TAK

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

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 Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

PDS Planning's TAK Position: Q2 2026 in Review

PDS Planning increased its Takeda Pharmaceutical (TAK) stake by 7.1% in Q2 2026, buying an estimated $18.7K and bringing the position to 17,116 shares worth $274K. The position accounts for 0.02% of the portfolio, ranked #456.

PDS Planning first reported a position in TAK in Q1 2023 and has held it in 12 quarters since. The position peaked at $296K in Q1 2026. 378 funds tracked by Wall St. Rank hold TAK as of Q2 2026.

PDS Planning held 17,116 shares of Takeda Pharmaceutical worth $274K as of Q2 2026.
PDS Planning bought 1,130 Takeda Pharmaceutical shares in Q2 2026, an estimated $18.7K.
Takeda Pharmaceutical made up 0.02% of PDS Planning's portfolio in Q2 2026, its #456 holding.
PDS Planning first reported a position in Takeda Pharmaceutical in Q1 2023 and has held it in 12 quarters since.
PDS Planning's Takeda Pharmaceutical position peaked at $296K in Q1 2026.
378 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.