Plante Moran Financial Advisors, LLC

Position in TAK — Takeda Pharmaceutical Co Ltd

CIK 1424717 SOUTHFIELD, MI

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Position in TAK

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,186

-$296 QoQ

Shares Held

-22.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#346

of 375 holders

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in TAK Over Time

Shares Held

Position Value (USD)

Position in Drug Manufacturers - Specialty & Generic

Healthcare · as of Jun 30, 2026

Plante Moran Financial Advisors, LLC holds $47,094 across 18 Drug Manufacturers - Specialty & Generic names. TAK ranks #6 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ZTS	Zoetis Inc.	250	$17,965
2	VTRS	Viatris Inc	677	$10,750
3	EOLS	Evolus, Inc.	1,220	$8,466
4	ALKS	Alkermes plc.	41	$2,148
5	TEVA	Teva Pharmaceutical Industries Ltd	49	$1,660
6	TAK	Takeda Pharmaceutical Co Ltd This page	74	$1,186
7	LQDA	Liquidia Corp	13	$1,036
8	INDV	Indivior Pharmaceuticals, Inc.	15	$615

All Filings in TAK

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13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,186	74	-22.1%	Shares	Sole	2026-08-06
2022-12-31	$1,482	95	-37.1%	Shares	Sole	2023-02-09
2022-09-30	$1,958	151	0.0%	Shares	Sole	2022-11-02
2022-06-30	$2,120	151	0.0%	Shares	Sole	2022-08-02
2022-03-31	$2,162	151	0.0%	Shares	Sole	2022-05-06
2021-12-31	$2,058	151	0.0%	Shares	Sole	2022-02-09
2021-09-30	$2,473	151	0.0%	Shares	Sole	2021-11-08
2021-06-30	$2,541	151	-52.4%	Shares	Sole	2021-08-10
2021-03-31	$5,788	317	0.0%	Shares	Sole	2021-05-13
2020-12-31	$5,769	317	0.0%	Shares	Sole	2021-02-09
2020-09-30	$5,655	317	+109.9%	Shares	Sole	2020-11-12
2020-06-30	$2,707	151	0.0%	Shares	Sole	2020-08-10
2020-03-31	$2,292	151	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.