Action Point Financial Planning’s Takeda Pharmaceutical TAK Stock Holding History

Action Point Financial Planning’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	$1.96K	Buy	+122	New	+$2.02K	﹤0.01%	2272

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

Action Point Financial Planning's TAK Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Takeda Pharmaceutical (TAK) in Q2 2026: 122 shares worth $1.96K. The stake represents ﹤0.01% of the portfolio and ranks #2272 among its holdings.

375 funds tracked by Wall St. Rank hold TAK as of Q2 2026.

Action Point Financial Planning held 122 shares of Takeda Pharmaceutical worth $1.96K as of Q2 2026.
Takeda Pharmaceutical was a new Action Point Financial Planning position in Q2 2026.
Takeda Pharmaceutical made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2272 holding.
375 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.