Carrera Capital Advisors’s Takeda Pharmaceutical TAK Stock Holding History

Carrera Capital 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
2026 Q2	$2.73M	Buy	167,167 +2,045	+1%	+$33.8K	0.4%	48
2026 Q1	$3.06M	Buy	165,122 +4,763	+3%	+$83.6K	0.47%	40
2025 Q4	$2.5M	Buy	160,359 +9,761	+6%	+$140K	0.42%	45
2025 Q3	$2.2M	Buy	150,598 +11,453	+8%	+$170K	0.4%	48
2025 Q2	$2.15M	Buy	+139,145	New	+$2.06M	0.43%	42

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

Carrera Capital Advisors's TAK Position: Q2 2026 in Review

Carrera Capital Advisors increased its Takeda Pharmaceutical (TAK) stake by 1.2% in Q2 2026, buying an estimated $33.8K and bringing the position to 167,167 shares worth $2.73M. The position accounts for 0.4% of the portfolio, ranked #48.

Carrera Capital Advisors first reported a position in TAK in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.06M in Q1 2026. 376 funds tracked by Wall St. Rank hold TAK as of Q2 2026.

Carrera Capital Advisors held 167,167 shares of Takeda Pharmaceutical worth $2.73M as of Q2 2026.
Carrera Capital Advisors bought 2,045 Takeda Pharmaceutical shares in Q2 2026, an estimated $33.8K.
Takeda Pharmaceutical made up 0.4% of Carrera Capital Advisors's portfolio in Q2 2026, its #48 holding.
Carrera Capital Advisors first reported a position in Takeda Pharmaceutical in Q2 2025 and has held it in 5 quarters since.
Carrera Capital Advisors's Takeda Pharmaceutical position peaked at $3.06M in Q1 2026.
376 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2026.

Based on Carrera Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.