PDS Planning, Inc

Position in TAK — Takeda Pharmaceutical Co Ltd

CIK 838618 DUBLIN, OH

Position in TAK

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$274,369

-$21,691 QoQ

Shares Held

17,116

+7.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#64

of 181 holders

Holding Since

Mar 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

PDS Planning, Inc holds $1,750,619 across 5 Drug Manufacturers - Specialty & Generic names. TAK ranks #3 (15.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RDY	Dr Reddys Laboratories Ltd	62,103	$899,872
2	TEVA	Teva Pharmaceutical Industries Ltd	8,116	$274,970
3	TAK	Takeda Pharmaceutical Co Ltd This page	17,116	$274,369
4	HLN	Haleon plc	26,196	$244,408
5	AKBA	Akebia Therapeutics, Inc.	50,000	$57,000

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$274,369	17,116	+7.1%	Shares	Sole	2026-08-05
2026-03-31	$296,060	15,986	+4.6%	Shares	Sole	2026-04-22
2025-12-31	$238,339	15,288	-2.5%	Shares	Sole	2026-01-26
2025-09-30	$229,613	15,684	-12.3%	Shares	Sole	2025-10-21
2025-06-30	$276,502	17,885	-9.8%	Shares	Sole	2025-07-24
2025-03-31	$294,827	19,827	+25.8%	Shares	Sole	2025-04-24
2024-12-31	$208,649	15,759	+50.9%	Shares	Sole	2025-02-10
2024-09-30	$148,499	10,443	-1.0%	Shares	Sole	2024-10-30
2024-03-31	$146,581	10,553	-6.7%	Shares	Sole	2024-05-01
2023-09-30	$174,996	11,312	+2.9%	Shares	Sole	2023-10-23
2023-06-30	$172,637	10,989	-0.5%	Shares	Sole	2023-07-21
2023-03-31	$181,922	11,039	—	Shares	Sole	2023-05-02
No filing history on record for this holder in this stock.