Brio Consultants’s Takeda Pharmaceutical TAK Stock Holding History

Brio Consultants’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 Q3	$201K	Buy	+11,037	New	+$195K	0.02%	172

Other funds holding TAK

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Managed Asset Portfolios Rochester, Michigan $902M AUM 36.95% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Brio Consultants's TAK Position: Q3 2026 in Review

Brio Consultants opened a new position in Takeda Pharmaceutical (TAK) in Q3 2026: 11,037 shares worth $201K. The stake represents 0.02% of the portfolio and ranks #172 among its holdings.

332 funds tracked by Wall St. Rank hold TAK as of Q3 2026.

Brio Consultants held 11,037 shares of Takeda Pharmaceutical worth $201K as of Q3 2026.
Takeda Pharmaceutical was a new Brio Consultants position in Q3 2026.
Takeda Pharmaceutical made up 0.02% of Brio Consultants's portfolio in Q3 2026, its #172 holding.
332 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q3 2026.

Based on Brio Consultants's 13F filing for Q3 2026, filed 13 Nov 2026.