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Planning Strategies Inc.’s Takeda Pharmaceutical TAK Stock Holding History

Planning Strategies Inc.’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 		$3.78K Buy
+236
New +$3.9K ﹤0.01% 456

Other funds holding TAK

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
EI
Ethic Inc New York $8.02B AUM 45.39% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Planning Strategies Inc.'s TAK Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Takeda Pharmaceutical (TAK) in Q2 2026: 236 shares worth $3.78K. The stake represents ﹤0.01% of the portfolio and ranks #456 among its holdings.

112 funds tracked by Wall St. Rank hold TAK as of Q2 2026.

  • Planning Strategies Inc. held 236 shares of Takeda Pharmaceutical worth $3.78K as of Q2 2026.
  • Takeda Pharmaceutical was a new Planning Strategies Inc. position in Q2 2026.
  • Takeda Pharmaceutical made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #456 holding.
  • 112 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.