Ares Financial Consulting
TAK icon

Ares Financial Consulting’s Takeda Pharmaceutical TAK Stock Holding History

Ares Financial Consulting’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
Q3 		$21.9K Hold
1,204
– – 0.02% 397
2026
Q2 		$19.3K Hold
1,204
– – 0.01% 423
2026
Q1 		$22.6K Buy
1,204
+1,133
+1,596% +$19.9K 0.02% 367
2025
Q4 		$1.11K Buy
+71
New +$1.02K ﹤0.01% 752

Other funds holding TAK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Managed Asset Portfolios
Managed Asset Portfolios Rochester, Michigan $902M AUM 36.95% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Ares Financial Consulting's TAK Position: Q3 2026 in Review

Ares Financial Consulting held its Takeda Pharmaceutical (TAK) position steady in Q3 2026 at 1,204 shares worth $21.9K. The position accounts for 0.02% of the portfolio, ranked #397.

Ares Financial Consulting first reported a position in TAK in Q4 2025 and has held it in 4 quarters since. The position peaked at $22.6K in Q1 2026. 274 funds tracked by Wall St. Rank hold TAK as of Q3 2026.

  • Ares Financial Consulting held 1,204 shares of Takeda Pharmaceutical worth $21.9K as of Q3 2026.
  • Ares Financial Consulting left its Takeda Pharmaceutical share count unchanged in Q3 2026.
  • Takeda Pharmaceutical made up 0.02% of Ares Financial Consulting's portfolio in Q3 2026, its #397 holding.
  • Ares Financial Consulting first reported a position in Takeda Pharmaceutical in Q4 2025 and has held it in 4 quarters since.
  • Ares Financial Consulting's Takeda Pharmaceutical position peaked at $22.6K in Q1 2026.
  • 274 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q3 2026.

Based on Ares Financial Consulting's 13F filing for Q3 2026, filed 19 Oct 2026.