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Capital Performance Advisors’s Takeda Pharmaceutical TAK Stock Holding History

Capital Performance Advisors’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
2025
Q4 		– Sell
-10,010
Closed -$147K – 487
2025
Q3 		$147K Buy
+10,010
New +$149K 0.02% 331

Other funds holding TAK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 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

Capital Performance Advisors's TAK Position: Q4 2025 in Review

Capital Performance Advisors sold out of Takeda Pharmaceutical (TAK) in Q4 2025, closing a stake of 10,010 shares — an estimated $147K sold.

Capital Performance Advisors first reported a position in TAK in Q3 2025 and held it in 1 quarter. The position peaked at $147K in Q3 2025. 349 funds tracked by Wall St. Rank hold TAK as of Q4 2025.

  • Capital Performance Advisors reported no remaining Takeda Pharmaceutical position as of Q4 2025 after selling out during the quarter.
  • Capital Performance Advisors sold 10,010 Takeda Pharmaceutical shares in Q4 2025, an estimated $147K.
  • Capital Performance Advisors first reported a position in Takeda Pharmaceutical in Q3 2025 and held it in 1 quarter.
  • Capital Performance Advisors's Takeda Pharmaceutical position peaked at $147K in Q3 2025.
  • 349 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q4 2025.

Based on Capital Performance Advisors's 13F filing for Q4 2025, filed 16 Jan 2026.