Bellwether Advisors’s Takeda Pharmaceutical TAK Stock Holding History

Bellwether 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
2025 Q3	–	Sell	-36	Closed	-$557	–	516
2025 Q2	$557	Hold	36	–	–	﹤0.01%	545
2025 Q1	$535	Hold	36	–	–	﹤0.01%	480
2024 Q4	$477	Buy	+36	New	+$495	﹤0.01%	488
2023 Q2	–	Sell	-36	Closed	-$593	–	400
2023 Q1	$593	Hold	36	–	–	﹤0.01%	387
2022 Q4	$561	Hold	36	–	–	﹤0.01%	395
2022 Q3	$0	Hold	36	–	–	﹤0.01%	524
2022 Q2	$0	Hold	36	–	–	﹤0.01%	561
2022 Q1	$0	Hold	36	–	–	﹤0.01%	619
2021 Q4	$0	Hold	36	–	–	﹤0.01%	611
2021 Q3	$0	Hold	36	–	–	﹤0.01%	619
2021 Q2	$0	Sell	36 -17	-32%	-$289	﹤0.01%	470
2021 Q1	$0	Sell	53 -17	-24%	-$306	﹤0.01%	418
2020 Q4	$1K	Buy	+70	New	+$1.23K	﹤0.01%	318

Other funds holding TAK

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Bellwether Advisors's TAK Position: Q3 2025 in Review

Bellwether Advisors sold out of Takeda Pharmaceutical (TAK) in Q3 2025, closing a stake of 36 shares — an estimated $557 sold.

Bellwether Advisors first reported a position in TAK in Q4 2020 and held it in 13 quarters. The position peaked at $1K in Q4 2020. 329 funds tracked by Wall St. Rank hold TAK as of Q3 2025.

Bellwether Advisors reported no remaining Takeda Pharmaceutical position as of Q3 2025 after selling out during the quarter.
Bellwether Advisors sold 36 Takeda Pharmaceutical shares in Q3 2025, an estimated $557.
Bellwether Advisors first reported a position in Takeda Pharmaceutical in Q4 2020 and held it in 13 quarters.
Bellwether Advisors's Takeda Pharmaceutical position peaked at $1K in Q4 2020.
329 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.