Pinnacle Wealth Planning Services, Inc.
Position in TAK — Takeda Pharmaceutical Co Ltd
CIK 1726752
MANSFIELD, OH
Position in TAK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$114,935
-$7,222 QoQ
Shares Held
7,170
+8.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#242
of 377 holders
Holding Since
Mar 2020
22 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, 2026Pinnacle Wealth Planning Services, Inc. holds $2,537,397 across 33 Drug Manufacturers - Specialty & Generic names. TAK ranks #8 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TEVA |
Teva Pharmaceutical Industries Ltd
|
14,002 | $474,387 | |
| 2 | RDY |
Dr Reddys Laboratories Ltd
|
24,879 | $360,496 | |
| 3 | ELAN |
Elanco Animal Health Inc
|
10,089 | $248,290 | |
| 4 | ALKS |
Alkermes plc.
|
3,004 | $157,409 | |
| 5 | SUPN |
Supernus Pharmaceuticals, Inc.
|
3,019 | $140,413 | |
| 6 | BCRX |
Biocryst Pharmaceuticals Inc
|
13,040 | $130,400 | |
| 7 | HIMS |
Hims & Hers Health, Inc.
|
3,521 | $122,073 | |
| 8 | TAK |
Takeda Pharmaceutical Co Ltd
This page
|
7,170 | $114,935 |
All Filings in TAK
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $114,935 | 7,170 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $122,157 | 6,596 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $100,773 | 6,464 | Shares | Sole | 2026-02-13 | |
| 2024-09-30 | $223,765 | 15,736 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $224,638 | 17,360 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $258,840 | 18,635 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $307,404 | 21,542 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $334,291 | 21,609 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $294,090 | 18,720 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $323,881 | 19,653 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $363,136 | 23,278 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $258,906 | 19,962 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $416,342 | 29,654 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $342,648 | 23,928 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $445,536 | 32,688 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $467,517 | 28,542 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $469,405 | 27,891 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $472,313 | 25,866 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $424,624 | 23,331 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $316,980 | 17,768 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $310,708 | 17,329 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $348,942 | 22,987 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||