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Bruce G. Allen Investments’s Takeda Pharmaceutical TAK Stock Holding History

Bruce G. Allen Investments’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 		$7.18K Sell
448
-560
-56% -$9.27K ﹤0.01% 527
2026
Q1 		$18.7K Buy
1,008
+427
+73% +$7.49K 0.01% 412
2025
Q4 		$9.06K Buy
581
+167
+40% +$2.39K 0.01% 488
2025
Q3 		$6.06K Buy
414
+3
+0.7% +$45 ﹤0.01% 532
2025
Q2 		$6.35K Sell
411
-84
-17% -$1.24K ﹤0.01% 531
2025
Q1 		$7.36K Sell
495
-3,265
-87% -$45.7K 0.01% 503
2024
Q4 		$49.8K Hold
3,760
– – 0.04% 258
2024
Q3 		$53.5K Sell
3,760
-4,619
-55% -$65.5K 0.04% 252
2024
Q2 		$108K Sell
8,379
-2,186
-21% -$28.9K 0.09% 141
2024
Q1 		$147K Buy
10,565
+906
+9% +$13.2K 0.12% 106
2023
Q4 		$138K Buy
+9,659
New +$137K 0.13% 105

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
Brandes Investment Partners
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

Bruce G. Allen Investments's TAK Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its Takeda Pharmaceutical (TAK) stake by 56% in Q2 2026, selling an estimated $9.27K and leaving 448 shares worth $7.18K. The position accounts for ﹤0.01% of the portfolio, ranked #527.

Bruce G. Allen Investments first reported a position in TAK in Q4 2023 and has held it in 11 quarters since. The position peaked at $147K in Q1 2024. 380 funds tracked by Wall St. Rank hold TAK as of Q2 2026.

  • Bruce G. Allen Investments held 448 shares of Takeda Pharmaceutical worth $7.18K as of Q2 2026.
  • Bruce G. Allen Investments sold 560 Takeda Pharmaceutical shares in Q2 2026, an estimated $9.27K.
  • Takeda Pharmaceutical made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #527 holding.
  • Bruce G. Allen Investments first reported a position in Takeda Pharmaceutical in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's Takeda Pharmaceutical position peaked at $147K in Q1 2024.
  • 380 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.