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Addison Advisors’s Takeda Pharmaceutical TAK Stock Holding History

Addison 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
Q1 		$40.2K Hold
2,170
– – 0.01% 460
2025
Q4 		$33.8K Sell
2,170
-351
-14% -$5.02K 0.01% 477
2025
Q3 		$36.9K Buy
2,521
+351
+16% +$5.21K 0.01% 452
2025
Q2 		$33.5K Buy
2,170
+97
+5% +$1.43K 0.01% 459
2025
Q1 		$30.8K Sell
2,073
-38
-2% -$532 0.01% 437
2024
Q4 		$27.9K Sell
2,111
-12,497
-86% -$172K 0.01% 460
2024
Q3 		$208K Buy
14,608
+13,091
+863% +$186K 0.06% 206
2024
Q2 		$19.6K Buy
+1,517
New +$20.1K 0.01% 490
2024
Q1 		– Sell
-496
Closed -$7.08K – 739
2023
Q4 		$7.08K Buy
+496
New +$7.04K ﹤0.01% 551
2022
Q3 		– Sell
-3,580
Closed -$50K – 767
2022
Q2 		$50K Buy
3,580
+250
+8% +$3.57K 0.03% 263
2022
Q1 		$48K Buy
+3,330
New +$48.9K 0.03% 295

Other funds holding TAK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Addison Advisors's TAK Position: Q1 2026 in Review

Addison Advisors held its Takeda Pharmaceutical (TAK) position steady in Q1 2026 at 2,170 shares worth $40.2K. The position accounts for 0.01% of the portfolio, ranked #460.

Addison Advisors first reported a position in TAK in Q1 2022 and has held it in 11 quarters since. The position peaked at $208K in Q3 2024. 358 funds tracked by Wall St. Rank hold TAK as of Q1 2026.

  • Addison Advisors held 2,170 shares of Takeda Pharmaceutical worth $40.2K as of Q1 2026.
  • Addison Advisors left its Takeda Pharmaceutical share count unchanged in Q1 2026.
  • Takeda Pharmaceutical made up 0.01% of Addison Advisors's portfolio in Q1 2026, its #460 holding.
  • Addison Advisors first reported a position in Takeda Pharmaceutical in Q1 2022 and has held it in 11 quarters since.
  • Addison Advisors's Takeda Pharmaceutical position peaked at $208K in Q3 2024.
  • 358 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.