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	Buy	+11,260	New	+$166K	0.01%	907
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

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return