Cerity Partners’s Takeda Pharmaceutical TAK Stock Holding History

Cerity Partners’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	$2.57M	Buy	160,601 +24,213	+18%	+$401K	﹤0.01%	1451
2026 Q1	$2.53M	Buy	136,388 +14,728	+12%	+$258K	﹤0.01%	1351
2025 Q4	$1.9M	Sell	121,660 -33,829	-22%	-$484K	﹤0.01%	1397
2025 Q3	$2.28M	Sell	155,489 -4,374	-3%	-$65K	﹤0.01%	1233
2025 Q2	$2.47M	Buy	159,863 +578	+0.4%	+$8.54K	﹤0.01%	1117
2025 Q1	$2.37M	Buy	159,285 +71,634	+82%	+$1M	﹤0.01%	1039
2024 Q4	$1.2M	Sell	87,651 -39,420	-31%	-$541K	﹤0.01%	1331
2024 Q3	$1.81M	Buy	127,071 +61,271	+93%	+$869K	﹤0.01%	1134
2024 Q2	$851K	Sell	65,800 -47,071	-42%	-$623K	﹤0.01%	1300
2024 Q1	$1.57M	Buy	112,871 +49,903	+79%	+$726K	﹤0.01%	1079
2023 Q4	$899K	Sell	62,968 -4,556	-7%	-$64.6K	﹤0.01%	1023
2023 Q3	$1.04M	Buy	67,524 +7,301	+12%	+$113K	0.01%	746
2023 Q2	$946K	Sell	60,223 -2,072	-3%	-$33.9K	﹤0.01%	942
2023 Q1	$3.54M	Buy	62,295 +7,304	+13%	+$116K	0.01%	563
2022 Q4	$858K	Sell	54,991 -22,936	-29%	-$320K	0.01%	739
2022 Q3	$1.01M	Buy	77,927 +24,365	+45%	+$339K	0.01%	516
2022 Q2	$752K	Buy	53,562 +21,366	+66%	+$305K	0.01%	617
2022 Q1	$459K	Buy	32,196 +13,507	+72%	+$198K	0.01%	609
2021 Q4	$253K	Buy	18,689 +4,904	+36%	+$68.8K	﹤0.01%	844
2021 Q3	$226K	Sell	13,785 -34	-0.2%	-$571	0.01%	626
2021 Q2	$233K	Sell	13,819 -882	-6%	-$15K	0.01%	647
2021 Q1	$268K	Sell	14,701 -13,978	-49%	-$251K	0.01%	579
2020 Q4	$522K	Buy	28,679 +725	+3%	+$12.7K	0.02%	404
2020 Q3	$499K	Hold	27,954	–	–	0.02%	320
2020 Q2	$501K	Buy	27,954 +9,346	+50%	+$168K	0.03%	280
2020 Q1	$282K	Buy	18,608 +546	+3%	+$9.9K	0.02%	352
2019 Q4	$356K	Buy	18,062 +884	+5%	+$16.9K	0.02%	395
2019 Q3	$295K	Sell	17,178 -3,659	-18%	-$63.3K	0.02%	393
2019 Q2	$369K	Sell	20,837 -4,929	-19%	-$89.7K	0.02%	364
2019 Q1	$525K	Buy	+25,766	New	+$518K	0.04%	317

Other funds holding TAK

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Cerity Partners's TAK Position: Q2 2026 in Review

Cerity Partners increased its Takeda Pharmaceutical (TAK) stake by 18% in Q2 2026, buying an estimated $401K and bringing the position to 160,601 shares worth $2.57M. The position accounts for ﹤0.01% of the portfolio, ranked #1451.

Cerity Partners first reported a position in TAK in Q1 2019 and has held it in 30 quarters since. The position peaked at $3.54M in Q1 2023. 357 funds tracked by Wall St. Rank hold TAK as of Q2 2026.

Cerity Partners held 160,601 shares of Takeda Pharmaceutical worth $2.57M as of Q2 2026.
Cerity Partners bought 24,213 Takeda Pharmaceutical shares in Q2 2026, an estimated $401K.
Takeda Pharmaceutical made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1451 holding.
Cerity Partners first reported a position in Takeda Pharmaceutical in Q1 2019 and has held it in 30 quarters since.
Cerity Partners's Takeda Pharmaceutical position peaked at $3.54M in Q1 2023.
357 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.