Bartlett & Co Wealth Management’s Takeda Pharmaceutical TAK Stock Holding History

Bartlett & Co Wealth Management’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	$340K	Hold	20,781	–	–	﹤0.01%	398
2026 Q1	$344K	Hold	20,781	–	–	﹤0.01%	386
2025 Q4	$324K	Sell	20,781 -4,545	-18%	-$65K	﹤0.01%	391
2025 Q3	$371K	Hold	25,326	–	–	﹤0.01%	375
2025 Q2	$400K	Hold	25,326	–	–	0.01%	361
2025 Q1	$377K	Buy	25,326 +4,545	+22%	+$63.7K	0.01%	366
2024 Q4	$275K	Hold	20,781	–	–	﹤0.01%	404
2024 Q3	$296K	Hold	20,781	–	–	﹤0.01%	401
2024 Q2	$275K	Sell	20,781 -5	-0%	-$66	﹤0.01%	409
2024 Q1	$289K	Buy	20,786 +5	+0%	+$73	﹤0.01%	410
2023 Q4	$296K	Hold	20,781	–	–	﹤0.01%	420
2023 Q3	$328K	Hold	20,781	–	–	0.01%	391
2023 Q2	$333K	Hold	20,781	–	–	0.01%	391
2023 Q1	$349K	Hold	20,781	–	–	0.01%	323
2022 Q4	$324K	Hold	20,781	–	–	0.01%	335
2022 Q3	$276K	Hold	20,781	–	–	0.01%	338
2022 Q2	$299K	Sell	20,781 -151	-0.7%	-$2.15K	0.01%	323
2022 Q1	$307K	Hold	20,932	–	–	0.01%	342
2021 Q4	$285K	Buy	+20,932	New	+$294K	﹤0.01%	358
2021 Q1	–	Sell	-41	Closed	-$746	–	1187
2020 Q4	$746	Buy	+41	New	+$719	﹤0.01%	1095
2019 Q2	–	Sell	-116	Closed	-$2.36K	–	811
2019 Q1	$2.36K	Buy	+116	New	+$2.33K	﹤0.01%	643

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

Bartlett & Co Wealth Management's TAK Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its Takeda Pharmaceutical (TAK) position steady in Q2 2026 at 20,781 shares worth $340K. The position accounts for ﹤0.01% of the portfolio, ranked #398.

Bartlett & Co Wealth Management first reported a position in TAK in Q1 2019 and has held it in 21 quarters since. The position peaked at $400K in Q2 2025. 378 funds tracked by Wall St. Rank hold TAK as of Q2 2026.

Bartlett & Co Wealth Management held 20,781 shares of Takeda Pharmaceutical worth $340K as of Q2 2026.
Bartlett & Co Wealth Management left its Takeda Pharmaceutical share count unchanged in Q2 2026.
Takeda Pharmaceutical made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #398 holding.
Bartlett & Co Wealth Management first reported a position in Takeda Pharmaceutical in Q1 2019 and has held it in 21 quarters since.
Bartlett & Co Wealth Management's Takeda Pharmaceutical position peaked at $400K in Q2 2025.
378 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.