Avantax Advisory Services’s Takeda Pharmaceutical TAK Stock Holding History

Avantax Advisory Services’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 Q2	$2.13M	Buy	137,959 +23,661	+21%	+$350K	0.01%	768
2025 Q1	$1.7M	Buy	114,298 +103,325	+942%	+$1.45M	0.01%	832
2024 Q4	$145K	Buy	+10,973	New	+$151K	﹤0.01%	2096

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

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

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

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Avantax Advisory Services's TAK Position: Q2 2025 in Review

Avantax Advisory Services increased its Takeda Pharmaceutical (TAK) stake by 21% in Q2 2025, buying an estimated $350K and bringing the position to 137,959 shares worth $2.13M. The position accounts for 0.01% of the portfolio, ranked #768.

Avantax Advisory Services first reported a position in TAK in Q4 2024 and has held it in 3 quarters since. 315 funds tracked by Wall St. Rank hold TAK as of Q2 2025.

Avantax Advisory Services held 137,959 shares of Takeda Pharmaceutical worth $2.13M as of Q2 2025.
Avantax Advisory Services bought 23,661 Takeda Pharmaceutical shares in Q2 2025, an estimated $350K.
Takeda Pharmaceutical made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #768 holding.
Avantax Advisory Services first reported a position in Takeda Pharmaceutical in Q4 2024 and has held it in 3 quarters since.
315 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.