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Pinnacle Wealth Planning Services’s Takeda Pharmaceutical TAK Stock Holding History

Pinnacle Wealth Planning Services’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 		$115K Buy
7,170
+574
+9% +$9.5K 0.01% 793
2026
Q1 		$122K Buy
6,596
+132
+2% +$2.32K 0.01% 696
2025
Q4 		$101K Buy
+6,464
New +$92.4K 0.01% 786
2024
Q4 		– Sell
-15,736
Closed -$224K – 547
2024
Q3 		$224K Sell
15,736
-1,624
-9% -$23K 0.03% 420
2024
Q2 		$225K Sell
17,360
-1,275
-7% -$16.9K 0.03% 380
2024
Q1 		$259K Sell
18,635
-2,907
-13% -$42.3K 0.04% 343
2023
Q4 		$307K Sell
21,542
-67
-0.3% -$951 0.05% 263
2023
Q3 		$334K Buy
21,609
+2,889
+15% +$44.7K 0.06% 230
2023
Q2 		$294K Sell
18,720
-933
-5% -$15.3K 0.05% 264
2023
Q1 		$324K Sell
19,653
-3,625
-16% -$57.7K 0.05% 252
2022
Q4 		$363K Buy
23,278
+3,316
+17% +$46.3K 0.06% 222
2022
Q3 		$259K Sell
19,962
-9,692
-33% -$135K 0.05% 271
2022
Q2 		$416K Buy
29,654
+5,726
+24% +$81.7K 0.07% 182
2022
Q1 		$343K Sell
23,928
-8,760
-27% -$129K 0.06% 248
2021
Q4 		$445K Buy
32,688
+4,146
+15% +$58.2K 0.09% 177
2021
Q3 		$468K Buy
28,542
+651
+2% +$10.9K 0.1% 154
2021
Q2 		$469K Buy
27,891
+2,025
+8% +$34.5K 0.11% 147
2021
Q1 		$472K Buy
25,866
+2,535
+11% +$45.6K 0.12% 135
2020
Q4 		$425K Buy
23,331
+5,563
+31% +$97.6K 0.1% 129
2020
Q3 		$317K Buy
17,768
+439
+3% +$7.99K 0.1% 159
2020
Q2 		$310K Sell
17,329
-5,658
-25% -$102K 0.1% 157
2020
Q1 		$348K Sell
22,987
-967
-4% -$17.5K 0.17% 124
2019
Q4 		$472K Buy
23,954
+1,112
+5% +$21.3K 0.22% 93
2019
Q3 		$392K Buy
22,842
+2,564
+13% +$44.3K 0.21% 93
2019
Q2 		$359K Buy
20,278
+1,593
+9% +$29K 0.22% 92
2019
Q1 		$381K Buy
+18,685
New +$376K 0.26% 76

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

Pinnacle Wealth Planning Services's TAK Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Takeda Pharmaceutical (TAK) stake by 8.7% in Q2 2026, buying an estimated $9.5K and bringing the position to 7,170 shares worth $115K. The position accounts for 0.01% of the portfolio, ranked #793.

Pinnacle Wealth Planning Services first reported a position in TAK in Q1 2019 and has held it in 26 quarters since. The position peaked at $472K in Q1 2021. 376 funds tracked by Wall St. Rank hold TAK as of Q2 2026.

  • Pinnacle Wealth Planning Services held 7,170 shares of Takeda Pharmaceutical worth $115K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 574 Takeda Pharmaceutical shares in Q2 2026, an estimated $9.5K.
  • Takeda Pharmaceutical made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #793 holding.
  • Pinnacle Wealth Planning Services first reported a position in Takeda Pharmaceutical in Q1 2019 and has held it in 26 quarters since.
  • Pinnacle Wealth Planning Services's Takeda Pharmaceutical position peaked at $472K in Q1 2021.
  • 376 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.