Charles Schwab
TAK icon

Charles Schwab’s Takeda Pharmaceutical TAK Stock Holding History

Charles Schwab’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 		$9.92M Buy
619,021
+78,673
+15% +$1.3M ﹤0.01% 2157
2026
Q1 		$10M Buy
540,348
+126,656
+31% +$2.22M ﹤0.01% 2093
2025
Q4 		$6.45M Buy
413,692
+27,932
+7% +$399K ﹤0.01% 2334
2025
Q3 		$5.65M Buy
385,760
+27,714
+8% +$412K ﹤0.01% 2387
2025
Q2 		$5.54M Buy
358,046
+46,830
+15% +$692K ﹤0.01% 2293
2025
Q1 		$4.63M Buy
311,216
+57,665
+23% +$808K ﹤0.01% 2305
2024
Q4 		$3.36M Buy
253,551
+66,386
+35% +$912K ﹤0.01% 2520
2024
Q3 		$2.66M Buy
187,165
+27,628
+17% +$392K ﹤0.01% 2619
2024
Q2 		$2.06M Buy
159,537
+45,770
+40% +$606K ﹤0.01% 2694
2024
Q1 		$1.58M Buy
113,767
+60,323
+113% +$877K ﹤0.01% 2661
2023
Q4 		$763K Sell
53,444
-18,337
-26% -$260K ﹤0.01% 2920
2023
Q3 		$1.11M Buy
71,781
+22,218
+45% +$344K ﹤0.01% 2763
2023
Q2 		$779K Buy
49,563
+18,000
+57% +$295K ﹤0.01% 2855
2023
Q1 		$520K Buy
31,563
+18,745
+146% +$299K ﹤0.01% 2934
2022
Q4 		$200K Buy
+12,818
New +$179K ﹤0.01% 3186

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

Charles Schwab's TAK Position: Q2 2026 in Review

Charles Schwab increased its Takeda Pharmaceutical (TAK) stake by 15% in Q2 2026, buying an estimated $1.3M and bringing the position to 619,021 shares worth $9.92M. The position accounts for ﹤0.01% of the portfolio, ranked #2157.

Charles Schwab first reported a position in TAK in Q4 2022 and has held it in 15 quarters since. The position peaked at $10M in Q1 2026. 376 funds tracked by Wall St. Rank hold TAK as of Q2 2026.

  • Charles Schwab held 619,021 shares of Takeda Pharmaceutical worth $9.92M as of Q2 2026.
  • Charles Schwab bought 78,673 Takeda Pharmaceutical shares in Q2 2026, an estimated $1.3M.
  • Takeda Pharmaceutical made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2157 holding.
  • Charles Schwab first reported a position in Takeda Pharmaceutical in Q4 2022 and has held it in 15 quarters since.
  • Charles Schwab's Takeda Pharmaceutical position peaked at $10M in Q1 2026.
  • 376 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.