Atwood & Palmer’s Takeda Pharmaceutical TAK Stock Holding History

Atwood & Palmer’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 Q3	–	Sell	-25	Closed	-$387	–	532
2025 Q2	$387	Buy	+25	New	+$369	﹤0.01%	498

Other funds holding TAK

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Atwood & Palmer's TAK Position: Q3 2025 in Review

Atwood & Palmer sold out of Takeda Pharmaceutical (TAK) in Q3 2025, closing a stake of 25 shares — an estimated $387 sold.

Atwood & Palmer first reported a position in TAK in Q2 2025 and held it in 1 quarter. The position peaked at $387 in Q2 2025. 329 funds tracked by Wall St. Rank hold TAK as of Q3 2025.

Atwood & Palmer reported no remaining Takeda Pharmaceutical position as of Q3 2025 after selling out during the quarter.
Atwood & Palmer sold 25 Takeda Pharmaceutical shares in Q3 2025, an estimated $387.
Atwood & Palmer first reported a position in Takeda Pharmaceutical in Q2 2025 and held it in 1 quarter.
Atwood & Palmer's Takeda Pharmaceutical position peaked at $387 in Q2 2025.
329 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q3 2025.

Based on Atwood & Palmer's 13F filing for Q3 2025, filed 15 Oct 2025.