AWA
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Aaron Wealth Advisors’s Takeda Pharmaceutical TAK Stock Holding History

Aaron Wealth Advisors’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 		$820K Buy
45,101
+5,452
+14% +$96.5K 0.04% 304
2026
Q2 		$636K Sell
39,649
-4,142
-9% -$68.5K 0.03% 356
2026
Q1 		$811K Buy
43,791
+13,529
+45% +$237K 0.05% 269
2025
Q4 		$472K Sell
30,262
-375
-1% -$5.36K 0.03% 453
2025
Q3 		$449K Sell
30,637
-630
-2% -$9.36K 0.03% 438
2025
Q2 		$483K Buy
31,267
+6,868
+28% +$101K 0.05% 242
2025
Q1 		$363K Sell
24,399
-601
-2% -$8.42K 0.04% 284
2024
Q4 		$331K Buy
25,000
+1,670
+7% +$22.9K 0.04% 297
2024
Q3 		$332K Buy
23,330
+3,162
+16% +$44.9K 0.04% 274
2024
Q2 		$261K Sell
20,168
-938
-4% -$12.4K 0.04% 267
2024
Q1 		$293K Buy
+21,106
New +$307K 0.04% 227
2023
Q4 		– Sell
-18,403
Closed -$285K – 286
2023
Q3 		$285K Buy
18,403
+5,185
+39% +$80.3K 0.04% 203
2023
Q2 		$208K Sell
13,218
-1,100
-8% -$18K 0.03% 244
2023
Q1 		$236K Buy
+14,318
New +$228K 0.03% 223
2022
Q2 		– Sell
-6,535
Closed -$93.6K – 771
2022
Q1 		$93.6K Buy
+6,535
New +$96K 0.02% 285
2021
Q3 		– Sell
-58,856
Closed -$990K – 163
2021
Q2 		$990K Sell
58,856
-579
-1% -$9.86K 0.33% 53
2021
Q1 		$1.08M Buy
59,435
+47,296
+390% +$851K 0.4% 44
2020
Q4 		$220K Buy
+12,139
New +$213K 0.08% 121

Other funds holding TAK

LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MLFP
MPS Loria Financial Planners Burr Ridge, Illinois $527M AUM 17.98% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Aaron Wealth Advisors's TAK Position: Q3 2026 in Review

Aaron Wealth Advisors increased its Takeda Pharmaceutical (TAK) stake by 14% in Q3 2026, buying an estimated $96.5K and bringing the position to 45,101 shares worth $820K. The position accounts for 0.04% of the portfolio, ranked #304.

Aaron Wealth Advisors first reported a position in TAK in Q4 2020 and has held it in 18 quarters since. The position peaked at $1.08M in Q1 2021. 26 funds tracked by Wall St. Rank hold TAK as of Q3 2026.

  • Aaron Wealth Advisors held 45,101 shares of Takeda Pharmaceutical worth $820K as of Q3 2026.
  • Aaron Wealth Advisors bought 5,452 Takeda Pharmaceutical shares in Q3 2026, an estimated $96.5K.
  • Takeda Pharmaceutical made up 0.04% of Aaron Wealth Advisors's portfolio in Q3 2026, its #304 holding.
  • Aaron Wealth Advisors first reported a position in Takeda Pharmaceutical in Q4 2020 and has held it in 18 quarters since.
  • Aaron Wealth Advisors's Takeda Pharmaceutical position peaked at $1.08M in Q1 2021.
  • 26 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.