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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
Q2 		– Sell
-19,973
Closed -$370K – 351
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 $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
BIP
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

Beverly Hills Private Wealth's TAK Position: Q2 2026 in Review

Beverly Hills Private Wealth sold out of Takeda Pharmaceutical (TAK) in Q2 2026, closing a stake of 19,973 shares — an estimated $370K sold.

Beverly Hills Private Wealth first reported a position in TAK in Q1 2023 and held it in 13 quarters. The position peaked at $778K in Q2 2023. 379 funds tracked by Wall St. Rank hold TAK as of Q2 2026.

  • Beverly Hills Private Wealth reported no remaining Takeda Pharmaceutical position as of Q2 2026 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 19,973 Takeda Pharmaceutical shares in Q2 2026, an estimated $370K.
  • Beverly Hills Private Wealth first reported a position in Takeda Pharmaceutical in Q1 2023 and held it in 13 quarters.
  • Beverly Hills Private Wealth's Takeda Pharmaceutical position peaked at $778K in Q2 2023.
  • 379 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.