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Allworth Financial’s Takeda Pharmaceutical TAK Stock Holding History

Allworth 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
2026
Q2 		$217K Buy
13,516
+783
+6% +$13K ﹤0.01% 1444
2026
Q1 		$236K Buy
12,733
+258
+2% +$4.53K ﹤0.01% 1305
2025
Q4 		$194K Buy
12,475
+170
+1% +$2.43K ﹤0.01% 1354
2025
Q3 		$180K Buy
12,305
+948
+8% +$14.1K ﹤0.01% 1356
2025
Q2 		$176K Buy
11,357
+560
+5% +$8.28K ﹤0.01% 1240
2025
Q1 		$163K Buy
10,797
+1,215
+13% +$17K ﹤0.01% 1022
2024
Q4 		$124K Buy
9,582
+3,222
+51% +$44.3K ﹤0.01% 1164
2024
Q3 		$90.4K Sell
6,360
-995
-14% -$14.1K ﹤0.01% 1133
2024
Q2 		$98.3K Buy
7,355
+983
+15% +$13K ﹤0.01% 1083
2024
Q1 		$88.5K Buy
6,372
+37
+0.6% +$538 ﹤0.01% 1063
2023
Q4 		$90.4K Buy
6,335
+152
+2% +$2.16K ﹤0.01% 983
2023
Q3 		$95.7K Buy
6,183
+3,256
+111% +$50.4K ﹤0.01% 896
2023
Q2 		$46K Sell
2,927
-130
-4% -$2.13K ﹤0.01% 1155
2023
Q1 		$50.4K Buy
3,057
+266
+10% +$4.24K ﹤0.01% 1072
2022
Q4 		$43.5K Sell
2,791
-80
-3% -$1.12K ﹤0.01% 1063
2022
Q3 		$37K Buy
2,871
+2,335
+436% +$32.5K ﹤0.01% 1073
2022
Q2 		$8K Buy
536
+466
+666% +$6.65K ﹤0.01% 1648
2022
Q1 		$1K Hold
70
– – ﹤0.01% 2024
2021
Q4 		$1K Hold
70
– – ﹤0.01% 1862
2021
Q3 		$1K Hold
70
– – ﹤0.01% 1803
2021
Q2 		$1K Hold
70
– – ﹤0.01% 1498
2021
Q1 		$1K Hold
70
– – ﹤0.01% 1431
2020
Q4 		$1K Hold
70
– – ﹤0.01% 1294
2020
Q3 		$1K Sell
70
-126
-64% -$2.29K ﹤0.01% 1131
2020
Q2 		$4K Buy
196
+126
+180% +$2.26K ﹤0.01% 914
2020
Q1 		$1K Hold
70
– – ﹤0.01% 1185
2019
Q4 		$1K Hold
70
– – ﹤0.01% 1013
2019
Q3 		$1K Hold
70
– – ﹤0.01% 919
2019
Q2 		$1K Hold
70
– – ﹤0.01% 907
2019
Q1 		$1K Buy
+70
New +$1.41K ﹤0.01% 924

Other funds holding TAK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Goldman Sachs
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
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Allworth Financial's TAK Position: Q2 2026 in Review

Allworth Financial increased its Takeda Pharmaceutical (TAK) stake by 6.1% in Q2 2026, buying an estimated $13K and bringing the position to 13,516 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #1444.

Allworth Financial first reported a position in TAK in Q1 2019 and has held it in 30 quarters since. The position peaked at $236K in Q1 2026. 376 funds tracked by Wall St. Rank hold TAK as of Q2 2026.

  • Allworth Financial held 13,516 shares of Takeda Pharmaceutical worth $217K as of Q2 2026.
  • Allworth Financial bought 783 Takeda Pharmaceutical shares in Q2 2026, an estimated $13K.
  • Takeda Pharmaceutical made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1444 holding.
  • Allworth Financial first reported a position in Takeda Pharmaceutical in Q1 2019 and has held it in 30 quarters since.
  • Allworth Financial's Takeda Pharmaceutical position peaked at $236K in Q1 2026.
  • 376 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.