Compound Planning, Inc.

Position in TAK — Takeda Pharmaceutical Co Ltd

CIK 1978879 NEW YORK, NY

Position in TAK

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$1,104,125

+$392,084 QoQ

Shares Held

59,618

+30.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Healthcare · as of Mar 31, 2026

Compound Planning, Inc. holds $4,802,613 across 9 Drug Manufacturers - Specialty & Generic names. TAK ranks #1 (23.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TAK	Takeda Pharmaceutical Co Ltd This page	59,618	$1,104,125
2	ZTS	Zoetis Inc.	8,576	$1,013,768
3	VTRS	Viatris Inc	43,142	$582,848
4	ELAN	Elanco Animal Health Inc	22,891	$547,781
5	HLN	Haleon plc	50,285	$503,352
6	TEVA	Teva Pharmaceutical Industries Ltd	11,418	$343,910
7	UTHR	UNITED THERAPEUTICS Corp	519	$307,755
8	NBIX	Neurocrine Biosciences Inc	1,776	$233,969

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,104,125	59,618	+30.5%	Shares	Other	2026-05-14
2025-12-31	$712,041	45,673	+8.3%	Shares	Defined	2026-02-19
2025-09-30	$617,193	42,158	-0.4%	Shares	Sole	2025-11-10
2025-06-30	$654,499	42,335	-3.1%	Shares	Sole	2025-08-14
2025-03-31	$649,372	43,670	+54.7%	Shares	Sole	2025-05-14
2024-12-31	$373,804	28,233	-17.4%	Shares	Sole	2025-01-17
2024-09-30	$485,968	34,175	+56.4%	Shares	Sole	2024-10-08
2024-06-30	$282,687	21,846	+8.1%	Shares	Sole	2024-07-26
2024-03-31	$280,647	20,205	+53.6%	Shares	Sole	2024-05-07
2023-12-31	$187,679	13,152	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.