Cetera Investment Advisers
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Cetera Investment Advisers’s Takeda Pharmaceutical TAK Stock Holding History

Cetera Investment Advisers’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 		$2.45M Sell
152,601
-71,414
-32% -$1.18M ﹤0.01% 2224
2026
Q1 		$4.15M Buy
224,015
+15,093
+7% +$265K ﹤0.01% 1648
2025
Q4 		$3.26M Sell
208,922
-4,293
-2% -$61.4K ﹤0.01% 1790
2025
Q3 		$3.12M Buy
213,215
+138,714
+186% +$2.06M ﹤0.01% 1795
2025
Q2 		$1.15M Sell
74,501
-736
-1% -$10.9K ﹤0.01% 2250
2025
Q1 		$1.12M Buy
75,237
+15,964
+27% +$224K ﹤0.01% 2174
2024
Q4 		$785K Buy
59,273
+7,574
+15% +$104K ﹤0.01% 2334
2024
Q3 		$735K Buy
51,699
+9,905
+24% +$140K ﹤0.01% 2343
2024
Q2 		$541K Buy
41,794
+5,201
+14% +$68.9K ﹤0.01% 2528
2024
Q1 		$508K Buy
36,593
+22,953
+168% +$334K ﹤0.01% 2593
2023
Q4 		$195K Sell
13,640
-1,214
-8% -$17.2K ﹤0.01% 2056
2023
Q3 		$230K Sell
14,854
-36
-0.2% -$557 ﹤0.01% 1893
2023
Q2 		$234K Sell
14,890
-1,117
-7% -$18.3K ﹤0.01% 1891
2023
Q1 		$264K Buy
+16,007
New +$255K ﹤0.01% 1779

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

Cetera Investment Advisers's TAK Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Takeda Pharmaceutical (TAK) stake by 32% in Q2 2026, selling an estimated $1.18M and leaving 152,601 shares worth $2.45M. The position accounts for ﹤0.01% of the portfolio, ranked #2224.

Cetera Investment Advisers first reported a position in TAK in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.15M in Q1 2026. 376 funds tracked by Wall St. Rank hold TAK as of Q2 2026.

  • Cetera Investment Advisers held 152,601 shares of Takeda Pharmaceutical worth $2.45M as of Q2 2026.
  • Cetera Investment Advisers sold 71,414 Takeda Pharmaceutical shares in Q2 2026, an estimated $1.18M.
  • Takeda Pharmaceutical made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2224 holding.
  • Cetera Investment Advisers first reported a position in Takeda Pharmaceutical in Q1 2023 and has held it in 14 quarters since.
  • Cetera Investment Advisers's Takeda Pharmaceutical position peaked at $4.15M in Q1 2026.
  • 376 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.