AFG
TAK icon

Atomi Financial Group’s Takeda Pharmaceutical TAK Stock Holding History

Atomi Financial Group’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 		$968K Buy
60,395
+777
+1% +$12.9K 0.03% 486
2026
Q1 		$1.1M Buy
59,618
+13,945
+31% +$245K 0.03% 405
2025
Q4 		$712K Buy
45,673
+3,515
+8% +$50.3K 0.02% 540
2025
Q3 		$617K Sell
42,158
-177
-0.4% -$2.63K 0.02% 563
2025
Q2 		$655K Sell
42,335
-1,335
-3% -$19.7K 0.02% 483
2025
Q1 		$649K Buy
43,670
+15,437
+55% +$216K 0.03% 430
2024
Q4 		$374K Sell
28,233
-5,942
-17% -$81.6K 0.02% 605
2024
Q3 		$486K Buy
34,175
+12,329
+56% +$175K 0.03% 459
2024
Q2 		$283K Buy
21,846
+1,641
+8% +$21.7K 0.02% 604
2024
Q1 		$281K Buy
20,205
+7,053
+54% +$103K 0.03% 564
2023
Q4 		$188K Buy
+13,152
New +$187K 0.03% 554

Other funds holding TAK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Atomi Financial Group's TAK Position: Q2 2026 in Review

Atomi Financial Group increased its Takeda Pharmaceutical (TAK) stake by 1.3% in Q2 2026, buying an estimated $12.9K and bringing the position to 60,395 shares worth $968K. The position accounts for 0.03% of the portfolio, ranked #486.

Atomi Financial Group first reported a position in TAK in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.1M in Q1 2026. 376 funds tracked by Wall St. Rank hold TAK as of Q2 2026.

  • Atomi Financial Group held 60,395 shares of Takeda Pharmaceutical worth $968K as of Q2 2026.
  • Atomi Financial Group bought 777 Takeda Pharmaceutical shares in Q2 2026, an estimated $12.9K.
  • Takeda Pharmaceutical made up 0.03% of Atomi Financial Group's portfolio in Q2 2026, its #486 holding.
  • Atomi Financial Group first reported a position in Takeda Pharmaceutical in Q4 2023 and has held it in 11 quarters since.
  • Atomi Financial Group's Takeda Pharmaceutical position peaked at $1.1M in Q1 2026.
  • 376 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.