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Beverly Hills Private Wealth’s Takeda Pharmaceutical TAK Stock Holding History

Beverly Hills Private Wealth’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
Q1 		$370K Sell
19,973
-1,257
-6% -$22.1K 0.06% 228
2025
Q4 		$331K Sell
21,230
-542
-2% -$7.75K 0.06% 238
2025
Q3 		$319K Sell
21,772
-932
-4% -$13.8K 0.06% 254
2025
Q2 		$351K Sell
22,704
-2,075
-8% -$30.7K 0.07% 230
2025
Q1 		$368K Sell
24,779
-44
-0.2% -$617 0.07% 219
2024
Q4 		$329K Sell
24,823
-914
-4% -$12.6K 0.07% 241
2024
Q3 		$366K Sell
25,737
-4,409
-15% -$62.5K 0.07% 233
2024
Q2 		$390K Buy
30,146
+1,625
+6% +$21.5K 0.08% 226
2024
Q1 		$396K Buy
28,521
+15,908
+126% +$231K 0.09% 232
2023
Q4 		$180K Sell
12,613
-12,927
-51% -$183K 0.05% 322
2023
Q3 		$395K Sell
25,540
-25,584
-50% -$396K 0.12% 186
2023
Q2 		$778K Buy
51,124
+33,197
+185% +$544K 0.13% 174
2023
Q1 		$295K Buy
+17,927
New +$286K 0.09% 221

Other funds holding TAK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Beverly Hills Private Wealth's TAK Position: Q1 2026 in Review

Beverly Hills Private Wealth reduced its Takeda Pharmaceutical (TAK) stake by 5.9% in Q1 2026, selling an estimated $22.1K and leaving 19,973 shares worth $370K. The position accounts for 0.06% of the portfolio, ranked #228.

Beverly Hills Private Wealth first reported a position in TAK in Q1 2023 and has held it in 13 quarters since. The position peaked at $778K in Q2 2023. 358 funds tracked by Wall St. Rank hold TAK as of Q1 2026.

  • Beverly Hills Private Wealth held 19,973 shares of Takeda Pharmaceutical worth $370K as of Q1 2026.
  • Beverly Hills Private Wealth sold 1,257 Takeda Pharmaceutical shares in Q1 2026, an estimated $22.1K.
  • Takeda Pharmaceutical made up 0.06% of Beverly Hills Private Wealth's portfolio in Q1 2026, its #228 holding.
  • Beverly Hills Private Wealth first reported a position in Takeda Pharmaceutical in Q1 2023 and has held it in 13 quarters since.
  • Beverly Hills Private Wealth's Takeda Pharmaceutical position peaked at $778K in Q2 2023.
  • 358 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q1 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q1 2026, filed 4 May 2026.