Bogart Wealth LLC’s Takeda Pharmaceutical TAK Stock Holding History

Bogart Wealth LLC’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	$609	Buy	+38	New	+$629	﹤0.01%	1732
2025 Q4	–	Sell	-7	Closed	-$102	–	1680
2025 Q3	$102	Hold	7	–	–	﹤0.01%	1499
2025 Q2	$108	Sell	7 -161	-96%	-$2.38K	﹤0.01%	1422
2025 Q1	$2.5K	Buy	168 +7	+4%	+$98	﹤0.01%	1036
2024 Q4	$2.13K	Hold	161	–	–	﹤0.01%	1086
2024 Q3	$2.29K	Hold	161	–	–	﹤0.01%	955
2024 Q2	$2.08K	Hold	161	–	–	﹤0.01%	925
2024 Q1	$2.24K	Hold	161	–	–	﹤0.01%	890
2023 Q4	$2.3K	Hold	161	–	–	﹤0.01%	879
2023 Q3	$2.49K	Hold	161	–	–	﹤0.01%	850
2023 Q2	$2.53K	Buy	+161	New	+$2.64K	﹤0.01%	855
2022 Q4	–	Sell	-372	Closed	-$5K	–	1190
2022 Q3	$5K	Hold	372	–	–	﹤0.01%	700
2022 Q2	$5K	Buy	+372	New	+$5.31K	﹤0.01%	652

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

Bogart Wealth LLC's TAK Position: Q2 2026 in Review

Bogart Wealth LLC opened a new position in Takeda Pharmaceutical (TAK) in Q2 2026: 38 shares worth $609. The stake represents ﹤0.01% of the portfolio and ranks #1732 among its holdings. This is a return to the name: Bogart Wealth LLC previously reported a position in TAK as recently as Q3 2025.

Bogart Wealth LLC first reported a position in TAK in Q2 2022 and has held it in 13 quarters since. The position peaked at $5K in Q3 2022. 376 funds tracked by Wall St. Rank hold TAK as of Q2 2026.

Bogart Wealth LLC held 38 shares of Takeda Pharmaceutical worth $609 as of Q2 2026.
Takeda Pharmaceutical was a new Bogart Wealth LLC position in Q2 2026.
Takeda Pharmaceutical made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1732 holding.
Bogart Wealth LLC first reported a position in Takeda Pharmaceutical in Q2 2022 and has held it in 13 quarters since.
Bogart Wealth LLC's Takeda Pharmaceutical position peaked at $5K in Q3 2022.
376 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.