Position in TAK
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$10,056,285
+$3,892,155 QoQ
Shares Held
542,996
+37.3% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.8985333225290795.ToString("F0")%
Shared 0.ToString("F0")%
None 99.10146667747092.ToString("F0")%
Common Shares in TAK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Mar 31, 2026Creative Planning holds $105,843,094 across 40 Drug Manufacturers - Specialty & Generic names. TAK ranks #4 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RDY |
Dr Reddys Laboratories Ltd
|
1,167,182 | $16,165,470 | |
| 2 | UTHR |
UNITED THERAPEUTICS Corp
|
22,075 | $13,090,033 | |
| 3 | VTRS |
Viatris Inc
|
770,971 | $10,415,817 | |
| 4 | TAK |
Takeda Pharmaceutical Co Ltd
This page
|
542,996 | $10,056,285 | |
| 5 | ZTS |
Zoetis Inc.
|
77,690 | $9,183,734 | |
| 6 | NBIX |
Neurocrine Biosciences Inc
|
68,387 | $9,009,303 | |
| 7 | HLN |
Haleon plc
|
630,997 | $6,316,279 | |
| 8 | LNTH |
Lantheus Holdings, Inc.
|
80,292 | $6,090,147 |
All Filings in TAK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||