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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
Q2 		$165K Buy
+10,285
New +$170K ﹤0.01% 391

Other funds holding TAK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
HCMT
Highland Capital Management (Tennessee) Memphis, Tennessee $2.17B AUM 54.74% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Aspiriant LLC's TAK Position: Q2 2026 in Review

Aspiriant LLC opened a new position in Takeda Pharmaceutical (TAK) in Q2 2026: 10,285 shares worth $165K. The stake represents ﹤0.01% of the portfolio and ranks #391 among its holdings.

58 funds tracked by Wall St. Rank hold TAK as of Q2 2026.

  • Aspiriant LLC held 10,285 shares of Takeda Pharmaceutical worth $165K as of Q2 2026.
  • Takeda Pharmaceutical was a new Aspiriant LLC position in Q2 2026.
  • Takeda Pharmaceutical made up ﹤0.01% of Aspiriant LLC's portfolio in Q2 2026, its #391 holding.
  • 58 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2026.

Based on Aspiriant LLC's 13F filing for Q2 2026, filed 20 Jul 2026.