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Aventura Private Wealth’s Takeda Pharmaceutical TAK Stock Holding History

Aventura 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
-149
Closed -$2.18K – 897
2025
Q3 		$2.18K Hold
149
– – ﹤0.01% 667
2025
Q2 		$2.3K Hold
149
– – ﹤0.01% 607
2025
Q1 		$2.22K Hold
149
– – ﹤0.01% 595
2024
Q4 		$1.97K Buy
+149
New +$2.05K ﹤0.01% 582

Other funds holding TAK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 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

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

Aventura Private Wealth sold out of Takeda Pharmaceutical (TAK) in Q4 2025, closing a stake of 149 shares — an estimated $2.18K sold.

Aventura Private Wealth first reported a position in TAK in Q4 2024 and held it in 4 quarters. The position peaked at $2.3K in Q2 2025. 349 funds tracked by Wall St. Rank hold TAK as of Q4 2025.

  • Aventura Private Wealth reported no remaining Takeda Pharmaceutical position as of Q4 2025 after selling out during the quarter.
  • Aventura Private Wealth sold 149 Takeda Pharmaceutical shares in Q4 2025, an estimated $2.18K.
  • Aventura Private Wealth first reported a position in Takeda Pharmaceutical in Q4 2024 and held it in 4 quarters.
  • Aventura Private Wealth's Takeda Pharmaceutical position peaked at $2.3K in Q2 2025.
  • 349 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q4 2025.

Based on Aventura Private Wealth's 13F filing for Q4 2025, filed 7 Jan 2026.