Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Takeda Pharmaceutical TAK Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$203K Buy
10,958
+5,137
+88% +$90.2K ﹤0.01% 2731
2025
Q4 		$91K Sell
5,821
-3,552
-38% -$50.8K ﹤0.01% 3140
2025
Q3 		$137K Buy
9,373
+2,551
+37% +$37.9K ﹤0.01% 2736
2025
Q2 		$105K Sell
6,822
-596
-8% -$8.81K ﹤0.01% 2677
2025
Q1 		$110K Sell
7,418
-2,182
-23% -$30.6K ﹤0.01% 2364
2024
Q4 		$127K Buy
9,600
+2,765
+40% +$38K ﹤0.01% 2121
2024
Q3 		$97K Buy
6,835
+2,356
+53% +$33.4K ﹤0.01% 2209
2024
Q2 		$58K Sell
4,479
-1,373
-23% -$18.2K ﹤0.01% 2375
2024
Q1 		$81K Buy
5,852
+473
+9% +$6.88K ﹤0.01% 2008
2023
Q4 		$77K Sell
5,379
-860
-14% -$12.2K ﹤0.01% 1910
2023
Q3 		$97K Buy
6,239
+51
+0.8% +$790 ﹤0.01% 1647
2023
Q2 		$97K Buy
6,188
+62
+1% +$1.02K ﹤0.01% 1589
2023
Q1 		$101K Buy
6,126
+1,267
+26% +$20.2K ﹤0.01% 1491
2022
Q4 		$76K Sell
4,859
-799
-14% -$11.2K ﹤0.01% 1510
2022
Q3 		$73K Buy
5,658
+2,043
+57% +$28.4K ﹤0.01% 1487
2022
Q2 		$51K Buy
3,615
+1,829
+102% +$26.1K ﹤0.01% 1624
2022
Q1 		$26K Buy
1,786
+343
+24% +$5.04K ﹤0.01% 1932
2021
Q4 		$20K Buy
+1,443
New +$20.2K ﹤0.01% 1999
2021
Q2 		$19K Hold
1,103
– – ﹤0.01% 1823
2021
Q1 		$19K Hold
1,103
– – ﹤0.01% 1823
2020
Q4 		$19K Hold
1,103
– – ﹤0.01% 1823
2020
Q3 		$19K Hold
1,103
– – ﹤0.01% 1823
2020
Q2 		$19K Hold
1,103
– – ﹤0.01% 1823
2020
Q1 		$19K Hold
1,103
– – ﹤0.01% 1823
2019
Q4 		$19K Hold
1,103
– – ﹤0.01% 1823
2019
Q3 		$19K Hold
1,103
– – ﹤0.01% 1823
2019
Q2 		$19K Hold
1,103
– – ﹤0.01% 1823
2019
Q1 		$19K Buy
1,103
+881
+397% +$17.7K ﹤0.01% 1823
2018
Q4 		$4K Buy
+222
New +$3.75K ﹤0.01% 1610

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Carson Wealth (CWM LLC)'s TAK Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Takeda Pharmaceutical (TAK) stake by 88% in Q1 2026, buying an estimated $90.2K and bringing the position to 10,958 shares worth $203K. The position accounts for ﹤0.01% of the portfolio, ranked #2731.

Carson Wealth (CWM LLC) first reported a position in TAK in Q4 2018 and has held it in 29 quarters since. 361 funds tracked by Wall St. Rank hold TAK as of Q1 2026.

  • Carson Wealth (CWM LLC) held 10,958 shares of Takeda Pharmaceutical worth $203K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 5,137 Takeda Pharmaceutical shares in Q1 2026, an estimated $90.2K.
  • Takeda Pharmaceutical made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2731 holding.
  • Carson Wealth (CWM LLC) first reported a position in Takeda Pharmaceutical in Q4 2018 and has held it in 29 quarters since.
  • 361 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.