Allied Private Wealth’s Takeda Pharmaceutical TAK Stock Holding History

Allied Private Wealth’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	$1.73K	Buy	+103	New	+$1.7K	﹤0.01%	751

Other funds holding TAK

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Ares Financial Consulting Calabasas, California $139M AUM

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

Piscataqua Savings Bank Portsmouth, New Hampshire $148M AUM 32.61% 1-Year Est. Return

Retirement Wealth Solutions Marshfield, Wisconsin $181M AUM 20.69% 1-Year Est. Return