Burns Matteson Capital Management’s Takeda Pharmaceutical TAK Stock Holding History

Burns Matteson Capital 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	$424K	Buy	+26,474	New	+$438K	0.13%	133

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Wealth Enhancement Advisory Services

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Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

Burns Matteson Capital Management's TAK Position: Q2 2026 in Review

Burns Matteson Capital Management opened a new position in Takeda Pharmaceutical (TAK) in Q2 2026: 26,474 shares worth $424K. The stake represents 0.13% of the portfolio and ranks #133 among its holdings.

52 funds tracked by Wall St. Rank hold TAK as of Q2 2026.

Burns Matteson Capital Management held 26,474 shares of Takeda Pharmaceutical worth $424K as of Q2 2026.
Takeda Pharmaceutical was a new Burns Matteson Capital Management position in Q2 2026.
Takeda Pharmaceutical made up 0.13% of Burns Matteson Capital Management's portfolio in Q2 2026, its #133 holding.
52 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2026.

Based on Burns Matteson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.