Aspiriant LLC’s Takeda Pharmaceutical TAK Stock Holding History

Aspiriant LLC’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	–	Sell	-10,285	Closed	-$165K	–	452
2026 Q2	$165K	Buy	+10,285	New	+$170K	﹤0.01%	391

Other funds holding TAK

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return

Ethic Inc New York $8.7B AUM 37.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Clean Yield Group Norwich, Vermont $412M AUM 20.54% 1-Year Est. Return

Aspiriant LLC's TAK Position: Q3 2026 in Review

Aspiriant LLC sold out of Takeda Pharmaceutical (TAK) in Q3 2026, closing a stake of 10,285 shares — an estimated $165K sold.

Aspiriant LLC first reported a position in TAK in Q2 2026 and held it in 1 quarter. The position peaked at $165K in Q2 2026. 199 funds tracked by Wall St. Rank hold TAK as of Q3 2026.

Aspiriant LLC reported no remaining Takeda Pharmaceutical position as of Q3 2026 after selling out during the quarter.
Aspiriant LLC sold 10,285 Takeda Pharmaceutical shares in Q3 2026, an estimated $165K.
Aspiriant LLC first reported a position in Takeda Pharmaceutical in Q2 2026 and held it in 1 quarter.
Aspiriant LLC's Takeda Pharmaceutical position peaked at $165K in Q2 2026.
199 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q3 2026.

Based on Aspiriant LLC's 13F filing for Q3 2026, filed 16 Oct 2026.