Position in TAK
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,783
New position
Shares Held
236
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#314
of 375 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Jun 30, 2026Planning Strategies Inc. holds $14,319 across 9 Drug Manufacturers - Specialty & Generic names. TAK ranks #1 (26.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TAK |
Takeda Pharmaceutical Co Ltd
This page
|
236 | $3,783 | |
| 2 | VTRS |
Viatris Inc
|
221 | $3,509 | |
| 3 | ZTS |
Zoetis Inc.
|
37 | $2,658 | |
| 4 | HLN |
Haleon plc
|
200 | $1,866 | |
| 5 | NBIX |
Neurocrine Biosciences Inc
|
9 | $1,516 | |
| 6 | UTHR |
UNITED THERAPEUTICS Corp
|
1 | $541 | |
| 7 | ELAN |
Elanco Animal Health Inc
|
8 | $196 | |
| 8 | HIMS |
Hims & Hers Health, Inc.
|
4 | $138 |
All Filings in TAK
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,783 | 236 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||