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Capital Wealth Planning’s Takeda Pharmaceutical TAK Stock Holding History

Capital Wealth Planning’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 		– Sell
-886,835
Closed -$16.4M – 168
2026
Q1 		$16.4M Buy
+886,835
New +$15.6M 0.09% 71

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

Capital Wealth Planning's TAK Position: Q2 2026 in Review

Capital Wealth Planning sold out of Takeda Pharmaceutical (TAK) in Q2 2026, closing a stake of 886,835 shares — an estimated $16.4M sold.

Capital Wealth Planning first reported a position in TAK in Q1 2026 and held it in 1 quarter. The position peaked at $16.4M in Q1 2026. 375 funds tracked by Wall St. Rank hold TAK as of Q2 2026.

  • Capital Wealth Planning reported no remaining Takeda Pharmaceutical position as of Q2 2026 after selling out during the quarter.
  • Capital Wealth Planning sold 886,835 Takeda Pharmaceutical shares in Q2 2026, an estimated $16.4M.
  • Capital Wealth Planning first reported a position in Takeda Pharmaceutical in Q1 2026 and held it in 1 quarter.
  • Capital Wealth Planning's Takeda Pharmaceutical position peaked at $16.4M in Q1 2026.
  • 375 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2026.

Based on Capital Wealth Planning's 13F filing for Q2 2026, filed 14 Aug 2026.