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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
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

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Aaron Wealth Advisors's TAK Position: Q2 2026 in Review

Aaron Wealth Advisors reduced its Takeda Pharmaceutical (TAK) stake by 9.5% in Q2 2026, selling an estimated $68.5K and leaving 39,649 shares worth $636K. The position accounts for 0.03% of the portfolio, ranked #356.

Aaron Wealth Advisors first reported a position in TAK in Q4 2020 and has held it in 17 quarters since. The position peaked at $1.08M in Q1 2021. 376 funds tracked by Wall St. Rank hold TAK as of Q2 2026.

  • Aaron Wealth Advisors held 39,649 shares of Takeda Pharmaceutical worth $636K as of Q2 2026.
  • Aaron Wealth Advisors sold 4,142 Takeda Pharmaceutical shares in Q2 2026, an estimated $68.5K.
  • Takeda Pharmaceutical made up 0.03% of Aaron Wealth Advisors's portfolio in Q2 2026, its #356 holding.
  • Aaron Wealth Advisors first reported a position in Takeda Pharmaceutical in Q4 2020 and has held it in 17 quarters since.
  • Aaron Wealth Advisors's Takeda Pharmaceutical position peaked at $1.08M in Q1 2021.
  • 376 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.