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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

TAK holding history

Takeda Pharmaceutical Co Ltd in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

TAK overviewAll 13F holders of TAKFull Q2 2026 holdings

Shares (Q2 2026)
584,777
Value
$9.37M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of TAK by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026584,777$9.37M<0.1%+41,781+7.7%AddedHolders
Q1 2026542,996$10.1M<0.1%+147,606+37.3%AddedHolders
Q4 2025395,390$6.16M<0.1%−68,004−14.7%ReducedHolders
Q3 2025463,394$6.78M<0.1%+91,339+24.5%AddedHolders
Q2 2025372,055$5.75M<0.1%+72,494+24.2%AddedHolders
Q1 2025299,561$4.45M<0.1%+48,219+19.2%AddedHolders
Q4 2024251,342$3.33M<0.1%+93,712+59.5%AddedHolders
Q3 2024157,630$2.24M<0.1%+49,871+46.3%AddedHolders
Q2 2024107,759$1.39M<0.1%−37,369−25.7%ReducedHolders
Q1 2024145,128$2.02M<0.1%+39,012+36.8%AddedHolders
Q4 2023106,116$1.51M<0.1%−18,877−15.1%ReducedHolders
Q3 2023124,993$1.93M<0.1%−1,951−1.5%ReducedHolders
Q2 2023126,944$1.99M<0.1%+27,768+28.0%AddedHolders
Q1 202399,176$1.63M<0.1%+33,116+50.1%AddedHolders
Q4 202266,060$1.03M<0.1%−1,280−1.9%ReducedHolders
Q3 202267,340$873.0K<0.1%+25,057+59.3%AddedHolders
Q2 202242,283$594.0K<0.1%+5,779+15.8%AddedHolders
Q1 202236,504$523.0K<0.1%+5,283+16.9%AddedHolders
Q4 202131,221$426.0K<0.1%−4,071−11.5%ReducedHolders
Q3 202135,292$578.0K<0.1%+2,893+8.9%AddedHolders
Q2 202132,399$545.0K<0.1%−11,366−26.0%ReducedHolders
Q1 202143,765$799.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.