Abound Wealth Management’s Takeda Pharmaceutical TAK Stock Holding History

Abound Wealth Management’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	–	Sell	-11	Closed	-$204	–	1558
2026 Q1	$204	Buy	+11	New	+$193	﹤0.01%	1234
2025 Q4	–	Sell	-20	Closed	-$293	–	1490
2025 Q3	$293	Hold	20	–	–	﹤0.01%	1017
2025 Q2	$310	Buy	20 +4	+25%	+$59	﹤0.01%	916
2025 Q1	$238	Sell	16 -28	-64%	-$392	﹤0.01%	928
2024 Q4	$583	Hold	44	–	–	﹤0.01%	782
2024 Q3	$626	Hold	44	–	–	﹤0.01%	827
2024 Q2	$570	Hold	44	–	–	﹤0.01%	791
2024 Q1	$612	Hold	44	–	–	﹤0.01%	839
2023 Q4	$628	Sell	44 -76	-63%	-$1.08K	﹤0.01%	867
2023 Q3	$1.85K	Hold	120	–	–	﹤0.01%	628
2023 Q2	$1.88K	Buy	120 +40	+50%	+$655	﹤0.01%	656
2023 Q1	$1.31K	Hold	80	–	–	﹤0.01%	622
2022 Q4	$1.24K	Buy	80 +2	+3%	+$28	﹤0.01%	595
2022 Q3	$1.02K	Buy	+78	New	+$1.08K	﹤0.01%	606

Other funds holding TAK

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

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 Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Abound Wealth Management's TAK Position: Q2 2026 in Review

Abound Wealth Management sold out of Takeda Pharmaceutical (TAK) in Q2 2026, closing a stake of 11 shares — an estimated $204 sold.

Abound Wealth Management first reported a position in TAK in Q3 2022 and held it in 14 quarters. The position peaked at $1.88K in Q2 2023. 376 funds tracked by Wall St. Rank hold TAK as of Q2 2026.

Abound Wealth Management reported no remaining Takeda Pharmaceutical position as of Q2 2026 after selling out during the quarter.
Abound Wealth Management sold 11 Takeda Pharmaceutical shares in Q2 2026, an estimated $204.
Abound Wealth Management first reported a position in Takeda Pharmaceutical in Q3 2022 and held it in 14 quarters.
Abound Wealth Management's Takeda Pharmaceutical position peaked at $1.88K in Q2 2023.
376 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.