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Equibles

Cornerstone Planning Group LLC

Position in TAK — Takeda Pharmaceutical Co Ltd

CIK 1822587 FAIRFIELD, NJ
Back to TAK Full portfolio

Position in TAK

as of Jun 30, 2026 · filed Jul 29, 2026
Position Value
$10,884
-$505 QoQ
Shares Held
679
+10.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#283
of 378 holders
Holding Since
Sep 2023
12 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

Cornerstone Planning Group LLC holds $196,510 across 18 Drug Manufacturers - Specialty & Generic names. TAK ranks #6 (5.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 HIMS
Hims & Hers Health, Inc.
 1,756 $60,880
2 PBH
Prestige Consumer Healthcare Inc.
 854 $40,368
3 TEVA
Teva Pharmaceutical Industries Ltd
 893 $30,254
4 ZTS
Zoetis Inc.
 230 $16,527
5 HLN
Haleon plc
 1,704 $15,898
6 TAK
Takeda Pharmaceutical Co Ltd
This page 		679 $10,884
7 VTRS
Viatris Inc
 466 $7,400
8 UTHR
UNITED THERAPEUTICS Corp
 7 $3,792

All Filings in TAK

Export CSV
12 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $10,884 679
2026-03-31 $11,389 615
2025-12-31 $7,124 457
2025-09-30 $4,113 281
2025-06-30 $9,306 602
2025-03-31 $6,869 462
2024-12-31 $4,872 368
2024-09-30 $7,422 522
2024-06-30 $5,965 461
2024-03-31 $1,666 120
2023-12-31 $256 18
2023-09-30 $278 18