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BSW Wealth Partners’s Takeda Pharmaceutical TAK Stock Holding History

BSW Wealth Partners’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 		$297K Buy
18,552
+2,721
+17% +$45K 0.03% 255
2026
Q1 		$293K Buy
15,831
+1,953
+14% +$34.3K 0.04% 252
2025
Q4 		$216K Sell
13,878
-5,580
-29% -$79.8K 0.03% 299
2025
Q3 		$285K Buy
+19,458
New +$289K 0.04% 259
2025
Q1 		– Sell
-18,626
Closed -$247K – 328
2024
Q4 		$247K Sell
18,626
-3,464
-16% -$47.6K 0.04% 267
2024
Q3 		$314K Buy
22,090
+2,992
+16% +$42.4K 0.05% 223
2024
Q2 		$247K Sell
19,098
-3,332
-15% -$44.1K 0.04% 245
2024
Q1 		$312K Buy
22,430
+5,155
+30% +$75K 0.05% 217
2023
Q4 		$247K Buy
17,275
+311
+2% +$4.41K 0.05% 232
2023
Q3 		$262K Sell
16,964
-12,184
-42% -$189K 0.06% 197
2023
Q2 		$458K Sell
29,148
-548
-2% -$8.98K 0.1% 119
2023
Q1 		$489K Sell
29,696
-12,219
-29% -$195K 0.1% 137
2022
Q4 		$654K Buy
41,915
+22,259
+113% +$311K 0.14% 108
2022
Q3 		$255K Sell
19,656
-14,665
-43% -$204K 0.06% 217
2022
Q2 		$482K Buy
34,321
+5,179
+18% +$73.9K 0.12% 126
2022
Q1 		$417K Buy
29,142
+10,496
+56% +$154K 0.11% 150
2021
Q4 		$254K Buy
18,646
+2,605
+16% +$36.5K 0.06% 217
2021
Q3 		$263K Buy
16,041
+2,337
+17% +$39.2K 0.07% 207
2021
Q2 		$231K Buy
13,704
+1,294
+10% +$22K 0.06% 213
2021
Q1 		$227K Buy
+12,410
New +$223K 0.07% 191

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

BSW Wealth Partners's TAK Position: Q2 2026 in Review

BSW Wealth Partners increased its Takeda Pharmaceutical (TAK) stake by 17% in Q2 2026, buying an estimated $45K and bringing the position to 18,552 shares worth $297K. The position accounts for 0.03% of the portfolio, ranked #255.

BSW Wealth Partners first reported a position in TAK in Q1 2021 and has held it in 20 quarters since. The position peaked at $654K in Q4 2022. 376 funds tracked by Wall St. Rank hold TAK as of Q2 2026.

  • BSW Wealth Partners held 18,552 shares of Takeda Pharmaceutical worth $297K as of Q2 2026.
  • BSW Wealth Partners bought 2,721 Takeda Pharmaceutical shares in Q2 2026, an estimated $45K.
  • Takeda Pharmaceutical made up 0.03% of BSW Wealth Partners's portfolio in Q2 2026, its #255 holding.
  • BSW Wealth Partners first reported a position in Takeda Pharmaceutical in Q1 2021 and has held it in 20 quarters since.
  • BSW Wealth Partners's Takeda Pharmaceutical position peaked at $654K in Q4 2022.
  • 376 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.