Position in TAK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$9,373,974
-$682,311 QoQ
Shares Held
584,777
+7.7% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#29
of 376 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in TAK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Jun 30, 2026Creative Planning holds $137,414,626 across 41 Drug Manufacturers - Specialty & Generic names. TAK ranks #6 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RDY |
Dr Reddys Laboratories Ltd
|
1,240,848 | $17,979,887 | |
| 2 | UTHR |
UNITED THERAPEUTICS Corp
|
28,934 | $15,677,309 | |
| 3 | VTRS |
Viatris Inc
|
920,607 | $14,619,238 | |
| 4 | NBIX |
Neurocrine Biosciences Inc
|
76,818 | $12,946,905 | |
| 5 | LNTH |
Lantheus Holdings, Inc.
|
85,571 | $9,493,246 | |
| 6 | TAK |
Takeda Pharmaceutical Co Ltd
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|
584,777 | $9,373,974 | |
| 7 | ZTS |
Zoetis Inc.
|
121,209 | $8,710,078 | |
| 8 | HIMS |
Hims & Hers Health, Inc.
|
225,206 | $7,807,891 |
All Filings in TAK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,373,974 | 584,777 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $10,056,285 | 542,996 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $6,164,130 | 395,390 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,784,087 | 463,394 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $5,751,969 | 372,055 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $4,454,472 | 299,561 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,327,767 | 251,342 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,241,498 | 157,630 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $1,394,397 | 107,759 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $2,015,827 | 145,128 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,514,275 | 106,116 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,933,641 | 124,993 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $1,994,289 | 126,944 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,634,420 | 99,176 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,030,536 | 66,060 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $873,399 | 67,340 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $593,653 | 42,283 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $522,737 | 36,504 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $425,542 | 31,221 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $578,082 | 35,292 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $545,275 | 32,399 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $799,148 | 43,765 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $636,253 | 34,959 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $952,370 | 53,384 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $807,513 | 45,037 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $739,630 | 48,724 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||