Beacon Pointe Advisors’s Takeda Pharmaceutical TAK Stock Holding History

Beacon Pointe 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	$268K	Sell	16,724 -16,206	-49%	-$268K	﹤0.01%	1659
2026 Q1	$610K	Buy	+32,930	New	+$578K	﹤0.01%	1210
2023 Q4	–	Sell	-11,950	Closed	-$185K	–	1392
2023 Q3	$185K	Buy	11,950 +585	+5%	+$9.06K	﹤0.01%	1246
2023 Q2	$179K	Sell	11,365 -1,455	-11%	-$23.8K	﹤0.01%	1024
2023 Q1	$211K	Buy	12,820 +977	+8%	+$15.6K	﹤0.01%	1049
2022 Q4	$185K	Buy	+11,843	New	+$165K	﹤0.01%	1003
2022 Q3	–	Sell	-12,023	Closed	-$169K	–	1055
2022 Q2	$169K	Buy	12,023 +162	+1%	+$2.31K	﹤0.01%	980
2022 Q1	$170K	Buy	11,861 +1,190	+11%	+$17.5K	﹤0.01%	1138
2021 Q4	$145K	Buy	+10,671	New	+$150K	﹤0.01%	895

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

Beacon Pointe Advisors's TAK Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Takeda Pharmaceutical (TAK) stake by 49% in Q2 2026, selling an estimated $268K and leaving 16,724 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #1659.

Beacon Pointe Advisors first reported a position in TAK in Q4 2021 and has held it in 9 quarters since. The position peaked at $610K in Q1 2026. 376 funds tracked by Wall St. Rank hold TAK as of Q2 2026.

Beacon Pointe Advisors held 16,724 shares of Takeda Pharmaceutical worth $268K as of Q2 2026.
Beacon Pointe Advisors sold 16,206 Takeda Pharmaceutical shares in Q2 2026, an estimated $268K.
Takeda Pharmaceutical made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1659 holding.
Beacon Pointe Advisors first reported a position in Takeda Pharmaceutical in Q4 2021 and has held it in 9 quarters since.
Beacon Pointe Advisors's Takeda Pharmaceutical position peaked at $610K in Q1 2026.
376 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.