Atria Investments’s Takeda Pharmaceutical TAK Stock Holding History

Atria Investments’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	$689K	Buy	42,964 +28,732	+202%	+$475K	0.01%	1333
2026 Q1	$264K	Buy	14,232 +3,712	+35%	+$65.1K	﹤0.01%	1830
2025 Q4	$164K	Buy	+10,520	New	+$150K	﹤0.01%	1988
2024 Q4	–	Sell	-15,508	Closed	-$221K	–	1980
2024 Q3	$221K	Sell	15,508 -6,415	-29%	-$91K	﹤0.01%	1779
2024 Q2	$284K	Buy	+21,923	New	+$290K	﹤0.01%	1623
2020 Q1	–	Sell	-23,769	Closed	-$469K	–	1121
2019 Q4	$469K	Buy	+23,769	New	+$455K	0.01%	814
2019 Q3	–	Sell	-22,369	Closed	-$379K	–	965
2019 Q2	$379K	Buy	22,369 +4,561	+26%	+$83K	0.01%	661
2019 Q1	$363K	Buy	+17,808	New	+$358K	0.02%	624

Other funds holding TAK

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Atria Investments's TAK Position: Q2 2026 in Review

Atria Investments increased its Takeda Pharmaceutical (TAK) stake by 202% in Q2 2026, buying an estimated $475K and bringing the position to 42,964 shares worth $689K. The position accounts for 0.01% of the portfolio, ranked #1333.

Atria Investments first reported a position in TAK in Q1 2019 and has held it in 8 quarters since. 379 funds tracked by Wall St. Rank hold TAK as of Q2 2026.

Atria Investments held 42,964 shares of Takeda Pharmaceutical worth $689K as of Q2 2026.
Atria Investments bought 28,732 Takeda Pharmaceutical shares in Q2 2026, an estimated $475K.
Takeda Pharmaceutical made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1333 holding.
Atria Investments first reported a position in Takeda Pharmaceutical in Q1 2019 and has held it in 8 quarters since.
379 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.