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Atlantic Private Wealth’s Takeda Pharmaceutical TAK Stock Holding History

Atlantic Private Wealth’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
2025
Q4 		– Sell
-275
Closed -$4.03K – 409
2025
Q3 		$4.03K Buy
+275
New +$4.08K ﹤0.01% 200

Other funds holding TAK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Atlantic Private Wealth's TAK Position: Q4 2025 in Review

Atlantic Private Wealth sold out of Takeda Pharmaceutical (TAK) in Q4 2025, closing a stake of 275 shares — an estimated $4.03K sold.

Atlantic Private Wealth first reported a position in TAK in Q3 2025 and held it in 1 quarter. The position peaked at $4.03K in Q3 2025. 348 funds tracked by Wall St. Rank hold TAK as of Q4 2025.

  • Atlantic Private Wealth reported no remaining Takeda Pharmaceutical position as of Q4 2025 after selling out during the quarter.
  • Atlantic Private Wealth sold 275 Takeda Pharmaceutical shares in Q4 2025, an estimated $4.03K.
  • Atlantic Private Wealth first reported a position in Takeda Pharmaceutical in Q3 2025 and held it in 1 quarter.
  • Atlantic Private Wealth's Takeda Pharmaceutical position peaked at $4.03K in Q3 2025.
  • 348 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q4 2025.

Based on Atlantic Private Wealth's 13F filing for Q4 2025, filed 11 Feb 2026.