Rothwell Investment Advisors, LLC’s Takeda Pharmaceutical TAK Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio TAK Stock Details TAK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$35.1K	Buy	+1,927	New	+$34.1K	0.02%	497

Other funds holding TAK

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Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return

Ethic Inc New York $8.7B AUM 37.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Clean Yield Group Norwich, Vermont $412M AUM 20.54% 1-Year Est. Return

Rothwell Investment Advisors, LLC's TAK Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Takeda Pharmaceutical (TAK) in Q3 2026: 1,927 shares worth $35.1K. The stake represents 0.02% of the portfolio and ranks #497 among its holdings.

198 funds tracked by Wall St. Rank hold TAK as of Q3 2026.

Rothwell Investment Advisors, LLC held 1,927 shares of Takeda Pharmaceutical worth $35.1K as of Q3 2026.
Takeda Pharmaceutical was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Takeda Pharmaceutical made up 0.02% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #497 holding.
198 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.