B. Riley Wealth Advisors’s Takeda Pharmaceutical TAK Stock Holding History

B. Riley Wealth Advisors’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	$196K	Sell	12,256 -319	-3%	-$5.28K	0.01%	780
2026 Q1	$230K	Sell	12,575 -796	-6%	-$14K	0.01%	670
2025 Q4	$208K	Buy	13,371 +204	+2%	+$2.92K	0.01%	851
2025 Q3	$193K	Buy	13,167 +1,907	+17%	+$28.3K	0.01%	904
2025 Q2	$174K	Sell	11,260 -305	-3%	-$4.51K	0.01%	907
2025 Q1	$172K	Buy	11,565 +261	+2%	+$3.66K	0.01%	1170
2024 Q4	$150K	Sell	11,304 -131	-1%	-$1.8K	﹤0.01%	1070
2024 Q3	$163K	Buy	+11,435	New	+$162K	﹤0.01%	1168
2021 Q4	–	Sell	-109,995	Closed	-$1.8M	–	1488
2021 Q3	$1.8M	Sell	109,995 -9,770	-8%	-$164K	0.06%	364
2021 Q2	$2.02M	Buy	119,765 +41,809	+54%	+$712K	0.07%	334
2021 Q1	$1.43M	Buy	+77,956	New	+$1.4M	0.05%	392

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

BIP

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

B. Riley Wealth Advisors's TAK Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Takeda Pharmaceutical (TAK) stake by 2.5% in Q2 2026, selling an estimated $5.28K and leaving 12,256 shares worth $196K. The position accounts for 0.01% of the portfolio, ranked #780.

B. Riley Wealth Advisors first reported a position in TAK in Q1 2021 and has held it in 11 quarters since. The position peaked at $2.02M in Q2 2021. 378 funds tracked by Wall St. Rank hold TAK as of Q2 2026.

B. Riley Wealth Advisors held 12,256 shares of Takeda Pharmaceutical worth $196K as of Q2 2026.
B. Riley Wealth Advisors sold 319 Takeda Pharmaceutical shares in Q2 2026, an estimated $5.28K.
Takeda Pharmaceutical made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #780 holding.
B. Riley Wealth Advisors first reported a position in Takeda Pharmaceutical in Q1 2021 and has held it in 11 quarters since.
B. Riley Wealth Advisors's Takeda Pharmaceutical position peaked at $2.02M in Q2 2021.
378 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.