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Pinnacle Wealth Planning Services, Inc.

Position in TAK — Takeda Pharmaceutical Co Ltd

CIK 1726752 MANSFIELD, OH

Position in TAK

as of Mar 31, 2026 · filed May 11, 2026
Position Value
$122,157
+$21,384 QoQ
Shares Held
6,596
+2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2020
21 quarters on record
Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Common Shares in TAK Over Time

Shares Held

Position Value (USD)

Position in Drug Manufacturers - Specialty & Generic

Healthcare · as of Mar 31, 2026

Pinnacle Wealth Planning Services, Inc. holds $2,221,462 across 32 Drug Manufacturers - Specialty & Generic names. TAK ranks #6 (5.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
6 TAK
Takeda Pharmaceutical Co Ltd
This page
6,596 $122,157

All Filings in TAK

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21 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $122,157 6,596
2025-12-31 $100,773 6,464
2024-09-30 $223,765 15,736
2024-06-30 $224,638 17,360
2024-03-31 $258,840 18,635
2023-12-31 $307,404 21,542
2023-09-30 $334,291 21,609
2023-06-30 $294,090 18,720
2023-03-31 $323,881 19,653
2022-12-31 $363,136 23,278
2022-09-30 $258,906 19,962
2022-06-30 $416,342 29,654
2022-03-31 $342,648 23,928
2021-12-31 $445,536 32,688
2021-09-30 $467,517 28,542
2021-06-30 $469,405 27,891
2021-03-31 $472,313 25,866
2020-12-31 $424,624 23,331
2020-09-30 $316,980 17,768
2020-06-30 $310,708 17,329
2020-03-31 $348,942 22,987