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Bell Investment Advisors’s Takeda Pharmaceutical TAK Stock Holding History

Bell Investment 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 		$7.82K Sell
488
-417
-46% -$6.9K ﹤0.01% 803
2026
Q1 		$16.8K Buy
905
+535
+145% +$9.39K ﹤0.01% 498
2025
Q4 		$5.77K Buy
370
+90
+32% +$1.29K ﹤0.01% 914
2025
Q3 		$4.1K Hold
280
– – ﹤0.01% 1033
2025
Q2 		$4.33K Buy
280
+70
+33% +$1.03K ﹤0.01% 1049
2025
Q1 		$3.12K Buy
210
+138
+192% +$1.93K ﹤0.01% 1127
2024
Q4 		$954 Sell
72
-36
-33% -$495 ﹤0.01% 1599
2024
Q3 		$1.54K Buy
108
+36
+50% +$511 ﹤0.01% 1450
2024
Q2 		$932 Sell
72
-142
-66% -$1.88K ﹤0.01% 1628
2024
Q1 		$2.97K Buy
214
+106
+98% +$1.54K ﹤0.01% 1176
2023
Q4 		$1.54K Sell
108
-313
-74% -$4.44K ﹤0.01% 1439
2023
Q3 		$6.51K Buy
421
+33
+9% +$511 ﹤0.01% 682
2023
Q2 		$6.1K Hold
388
– – ﹤0.01% 714
2023
Q1 		$6.39K Buy
388
+105
+37% +$1.67K ﹤0.01% 664
2022
Q4 		$4.42K Buy
283
+135
+91% +$1.89K ﹤0.01% 873
2022
Q3 		$2K Buy
148
+36
+32% +$501 ﹤0.01% 1222
2022
Q2 		$2K Buy
+112
New +$1.6K ﹤0.01% 1241
2021
Q4 		$2K Sell
176
-86
-33% -$1.21K ﹤0.01% 1238
2021
Q3 		$4K Buy
+262
New +$4.4K ﹤0.01% 829

Other funds holding TAK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Brandes Investment Partners
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 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
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Bell Investment Advisors's TAK Position: Q2 2026 in Review

Bell Investment Advisors reduced its Takeda Pharmaceutical (TAK) stake by 46% in Q2 2026, selling an estimated $6.9K and leaving 488 shares worth $7.82K. The position accounts for ﹤0.01% of the portfolio, ranked #803.

Bell Investment Advisors first reported a position in TAK in Q3 2021 and has held it in 19 quarters since. The position peaked at $16.8K in Q1 2026. 379 funds tracked by Wall St. Rank hold TAK as of Q2 2026.

  • Bell Investment Advisors held 488 shares of Takeda Pharmaceutical worth $7.82K as of Q2 2026.
  • Bell Investment Advisors sold 417 Takeda Pharmaceutical shares in Q2 2026, an estimated $6.9K.
  • Takeda Pharmaceutical made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #803 holding.
  • Bell Investment Advisors first reported a position in Takeda Pharmaceutical in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Takeda Pharmaceutical position peaked at $16.8K in Q1 2026.
  • 379 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.