Bullock Wealth Management’s Takeda Pharmaceutical TAK Stock Holding History

Bullock Wealth Management’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	$479	Hold	30	–	–	﹤0.01%	590
2026 Q1	$563	Hold	30	–	–	﹤0.01%	597
2025 Q4	$468	Hold	30	–	–	﹤0.01%	589
2025 Q3	$442	Hold	30	–	–	﹤0.01%	604
2025 Q2	$461	Hold	30	–	–	﹤0.01%	567
2025 Q1	$447	Hold	30	–	–	﹤0.01%	557
2024 Q4	$397	Hold	30	–	–	﹤0.01%	586
2024 Q3	$428	Hold	30	–	–	﹤0.01%	553
2024 Q2	$390	Hold	30	–	–	﹤0.01%	543
2024 Q1	$410	Buy	+30	New	+$436	﹤0.01%	544

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

Bullock Wealth Management's TAK Position: Q2 2026 in Review

Bullock Wealth Management held its Takeda Pharmaceutical (TAK) position steady in Q2 2026 at 30 shares worth $479. The position accounts for ﹤0.01% of the portfolio, ranked #590.

Bullock Wealth Management first reported a position in TAK in Q1 2024 and has held it in 10 quarters since. The position peaked at $563 in Q1 2026. 379 funds tracked by Wall St. Rank hold TAK as of Q2 2026.

Bullock Wealth Management held 30 shares of Takeda Pharmaceutical worth $479 as of Q2 2026.
Bullock Wealth Management left its Takeda Pharmaceutical share count unchanged in Q2 2026.
Takeda Pharmaceutical made up ﹤0.01% of Bullock Wealth Management's portfolio in Q2 2026, its #590 holding.
Bullock Wealth Management first reported a position in Takeda Pharmaceutical in Q1 2024 and has held it in 10 quarters since.
Bullock Wealth Management's Takeda Pharmaceutical position peaked at $563 in Q1 2026.
379 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.