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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
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 $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

Bruce G. Allen Investments's TAK Position: Q1 2026 in Review

Bruce G. Allen Investments increased its Takeda Pharmaceutical (TAK) stake by 73% in Q1 2026, buying an estimated $7.49K and bringing the position to 1,008 shares worth $18.7K. The position accounts for 0.01% of the portfolio, ranked #412.

Bruce G. Allen Investments first reported a position in TAK in Q4 2023 and has held it in 10 quarters since. The position peaked at $147K in Q1 2024. 358 funds tracked by Wall St. Rank hold TAK as of Q1 2026.

  • Bruce G. Allen Investments held 1,008 shares of Takeda Pharmaceutical worth $18.7K as of Q1 2026.
  • Bruce G. Allen Investments bought 427 Takeda Pharmaceutical shares in Q1 2026, an estimated $7.49K.
  • Takeda Pharmaceutical made up 0.01% of Bruce G. Allen Investments's portfolio in Q1 2026, its #412 holding.
  • Bruce G. Allen Investments first reported a position in Takeda Pharmaceutical in Q4 2023 and has held it in 10 quarters since.
  • Bruce G. Allen Investments's Takeda Pharmaceutical position peaked at $147K in Q1 2024.
  • 358 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.