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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
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 +$1.01K ﹤0.01% 752

Other funds holding TAK

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CYG
Clean Yield Group Norwich, Vermont $403M AUM 24.32% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Ares Financial Consulting's TAK Position: Q2 2026 in Review

Ares Financial Consulting held its Takeda Pharmaceutical (TAK) position steady in Q2 2026 at 1,204 shares worth $19.3K. The position accounts for 0.01% of the portfolio, ranked #423.

Ares Financial Consulting first reported a position in TAK in Q4 2025 and has held it in 3 quarters since. The position peaked at $22.6K in Q1 2026. 179 funds tracked by Wall St. Rank hold TAK as of Q2 2026.

  • Ares Financial Consulting held 1,204 shares of Takeda Pharmaceutical worth $19.3K as of Q2 2026.
  • Ares Financial Consulting left its Takeda Pharmaceutical share count unchanged in Q2 2026.
  • Takeda Pharmaceutical made up 0.01% of Ares Financial Consulting's portfolio in Q2 2026, its #423 holding.
  • Ares Financial Consulting first reported a position in Takeda Pharmaceutical in Q4 2025 and has held it in 3 quarters since.
  • Ares Financial Consulting's Takeda Pharmaceutical position peaked at $22.6K in Q1 2026.
  • 179 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.