CCWM
TAK icon

Cassaday & Co Wealth Management’s Takeda Pharmaceutical TAK Stock Holding History

Cassaday & Co Wealth Management’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 		$1.84K Hold
115
– – ﹤0.01% 1031
2026
Q1 		$2.13K Buy
+115
New +$2.02K ﹤0.01% 1063

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

Cassaday & Co Wealth Management's TAK Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Takeda Pharmaceutical (TAK) position steady in Q2 2026 at 115 shares worth $1.84K. The position accounts for ﹤0.01% of the portfolio, ranked #1031.

Cassaday & Co Wealth Management first reported a position in TAK in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.13K in Q1 2026. 376 funds tracked by Wall St. Rank hold TAK as of Q2 2026.

  • Cassaday & Co Wealth Management held 115 shares of Takeda Pharmaceutical worth $1.84K as of Q2 2026.
  • Cassaday & Co Wealth Management left its Takeda Pharmaceutical share count unchanged in Q2 2026.
  • Takeda Pharmaceutical made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1031 holding.
  • Cassaday & Co Wealth Management first reported a position in Takeda Pharmaceutical in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's Takeda Pharmaceutical position peaked at $2.13K in Q1 2026.
  • 376 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.