Carolinas Wealth Consulting’s Takeda Pharmaceutical TAK Stock Holding History

Carolinas Wealth Consulting’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 Q1	–	Sell	-40	Closed	-$518	–	1088
2024 Q4	$518	Sell	40 -114	-74%	-$1.57K	﹤0.01%	1002
2024 Q3	$2.19K	Sell	154 -28	-15%	-$397	﹤0.01%	801
2024 Q2	$2.36K	Sell	182 -6	-3%	-$79	﹤0.01%	772
2024 Q1	$2.61K	Hold	188	–	–	﹤0.01%	752
2023 Q4	$2.68K	Hold	188	–	–	﹤0.01%	709
2023 Q3	$2.56K	Hold	188	–	–	﹤0.01%	713
2023 Q2	$2.95K	Buy	188 +5	+3%	+$82	﹤0.01%	763
2023 Q1	$3.02K	Sell	183 -43	-19%	-$685	﹤0.01%	766
2022 Q4	$3.53K	Buy	+226	New	+$3.16K	﹤0.01%	735

Other funds holding TAK

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Carolinas Wealth Consulting's TAK Position: Q1 2025 in Review

Carolinas Wealth Consulting sold out of Takeda Pharmaceutical (TAK) in Q1 2025, closing a stake of 40 shares — an estimated $518 sold.

Carolinas Wealth Consulting first reported a position in TAK in Q4 2022 and held it in 9 quarters. The position peaked at $3.53K in Q4 2022. 307 funds tracked by Wall St. Rank hold TAK as of Q1 2025.

Carolinas Wealth Consulting reported no remaining Takeda Pharmaceutical position as of Q1 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 40 Takeda Pharmaceutical shares in Q1 2025, an estimated $518.
Carolinas Wealth Consulting first reported a position in Takeda Pharmaceutical in Q4 2022 and held it in 9 quarters.
Carolinas Wealth Consulting's Takeda Pharmaceutical position peaked at $3.53K in Q4 2022.
307 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q1 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2025, filed 14 Aug 2025.