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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
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PDS Planning's TAK Position: Q1 2026 in Review

PDS Planning increased its Takeda Pharmaceutical (TAK) stake by 4.6% in Q1 2026, buying an estimated $12.3K and bringing the position to 15,986 shares worth $296K. The position accounts for 0.02% of the portfolio, ranked #396.

PDS Planning first reported a position in TAK in Q1 2023 and has held it in 11 quarters since. 358 funds tracked by Wall St. Rank hold TAK as of Q1 2026.

  • PDS Planning held 15,986 shares of Takeda Pharmaceutical worth $296K as of Q1 2026.
  • PDS Planning bought 698 Takeda Pharmaceutical shares in Q1 2026, an estimated $12.3K.
  • Takeda Pharmaceutical made up 0.02% of PDS Planning's portfolio in Q1 2026, its #396 holding.
  • PDS Planning first reported a position in Takeda Pharmaceutical in Q1 2023 and has held it in 11 quarters since.
  • 358 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.