Callan Family Office’s Takeda Pharmaceutical TAK Stock Holding History

Callan Family Office’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	$2.65M	Buy	165,303 +2,346	+1%	+$38.8K	0.05%	316
2026 Q1	$3.02M	Buy	162,957 +8,703	+6%	+$153K	0.07%	270
2025 Q4	$2.4M	Buy	154,254 +112,936	+273%	+$1.61M	0.05%	317
2025 Q3	$605K	Sell	41,318 -6,444	-13%	-$95.7K	0.02%	486
2025 Q2	$738K	Buy	+47,762	New	+$706K	0.02%	467
2025 Q1	–	Sell	-19,924	Closed	-$264K	–	638
2024 Q4	$264K	Buy	+19,924	New	+$274K	0.02%	523

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

Callan Family Office's TAK Position: Q2 2026 in Review

Callan Family Office increased its Takeda Pharmaceutical (TAK) stake by 1.4% in Q2 2026, buying an estimated $38.8K and bringing the position to 165,303 shares worth $2.65M. The position accounts for 0.05% of the portfolio, ranked #316.

Callan Family Office first reported a position in TAK in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.02M in Q1 2026. 376 funds tracked by Wall St. Rank hold TAK as of Q2 2026.

Callan Family Office held 165,303 shares of Takeda Pharmaceutical worth $2.65M as of Q2 2026.
Callan Family Office bought 2,346 Takeda Pharmaceutical shares in Q2 2026, an estimated $38.8K.
Takeda Pharmaceutical made up 0.05% of Callan Family Office's portfolio in Q2 2026, its #316 holding.
Callan Family Office first reported a position in Takeda Pharmaceutical in Q4 2024 and has held it in 6 quarters since.
Callan Family Office's Takeda Pharmaceutical position peaked at $3.02M in Q1 2026.
376 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.