Advisornet Financial’s Takeda Pharmaceutical TAK Stock Holding History

Advisornet Financial’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
2025 Q3	–	Sell	-20	Closed	-$309	–	2332
2025 Q2	$309	Hold	20	–	–	﹤0.01%	2115
2025 Q1	$297	Hold	20	–	–	﹤0.01%	2041
2024 Q4	$265	Hold	20	–	–	﹤0.01%	1856
2024 Q3	$284	Hold	20	–	–	﹤0.01%	2083
2024 Q2	$259	Hold	20	–	–	﹤0.01%	2006
2024 Q1	$278	Hold	20	–	–	﹤0.01%	1935
2023 Q4	$285	Hold	20	–	–	﹤0.01%	2232
2023 Q3	$309	Hold	20	–	–	﹤0.01%	2071
2023 Q2	$314	Hold	20	–	–	﹤0.01%	2141
2023 Q1	$330	Hold	20	–	–	﹤0.01%	2155
2022 Q4	$312	Hold	20	–	–	﹤0.01%	2127
2022 Q3	$0	Hold	20	–	–	﹤0.01%	2038
2022 Q2	$0	Sell	20 -170	-89%	-$2.43K	﹤0.01%	2132
2022 Q1	$3K	Hold	190	–	–	﹤0.01%	1747
2021 Q4	$3K	Buy	+190	New	+$2.67K	﹤0.01%	1781
2020 Q3	–	Sell	-27,113	Closed	-$486K	–	1868
2020 Q2	$486K	Sell	27,113 -712	-3%	-$12.8K	0.04%	347
2020 Q1	$422K	Buy	27,825 +7,017	+34%	+$127K	0.04%	342
2019 Q4	$411K	Sell	20,808 -216	-1%	-$4.13K	0.03%	367
2019 Q3	$362K	Buy	21,024 +13,164	+167%	+$228K	0.03%	386
2019 Q2	$139K	Buy	7,860 +77	+1%	+$1.4K	0.02%	523
2019 Q1	$159K	Buy	+7,783	New	+$157K	0.02%	460

Other funds holding TAK

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Advisornet Financial's TAK Position: Q3 2025 in Review

Advisornet Financial sold out of Takeda Pharmaceutical (TAK) in Q3 2025, closing a stake of 20 shares — an estimated $309 sold.

Advisornet Financial first reported a position in TAK in Q1 2019 and held it in 21 quarters. The position peaked at $486K in Q2 2020. 329 funds tracked by Wall St. Rank hold TAK as of Q3 2025.

Advisornet Financial reported no remaining Takeda Pharmaceutical position as of Q3 2025 after selling out during the quarter.
Advisornet Financial sold 20 Takeda Pharmaceutical shares in Q3 2025, an estimated $309.
Advisornet Financial first reported a position in Takeda Pharmaceutical in Q1 2019 and held it in 21 quarters.
Advisornet Financial's Takeda Pharmaceutical position peaked at $486K in Q2 2020.
329 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q3 2025.

Based on Advisornet Financial's 13F filing for Q3 2025, filed 9 Oct 2025.