Arista Wealth Management’s Takeda Pharmaceutical TAK Stock Holding History

Arista Wealth Management’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	$176K	Hold	10,961	–	–	0.02%	265
2026 Q1	$203K	Hold	10,961	–	–	0.02%	249
2025 Q4	$171K	Hold	10,961	–	–	0.02%	247
2025 Q3	$160K	Hold	10,961	–	–	0.02%	265
2025 Q2	$169K	Buy	+10,961	New	+$162K	0.02%	236

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Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

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

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 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

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return