Clearstead Advisors’s Takeda Pharmaceutical TAK Stock Holding History

Clearstead Advisors’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	$401	Hold	25	–	–	﹤0.01%	2991
2026 Q1	$463	Hold	25	–	–	﹤0.01%	2120
2025 Q4	$390	Hold	25	–	–	﹤0.01%	2337
2025 Q3	$366	Hold	25	–	–	﹤0.01%	2778
2025 Q2	$387	Sell	25 -94	-79%	-$1.39K	﹤0.01%	2515
2025 Q1	$1.77K	Sell	119 -214	-64%	-$3K	﹤0.01%	1920
2024 Q4	$4.41K	Buy	333 +37	+13%	+$508	﹤0.01%	1740
2024 Q3	$4.21K	Sell	296 -290	-49%	-$4.11K	﹤0.01%	1738
2024 Q2	$7.58K	Hold	586	–	–	﹤0.01%	1601
2024 Q1	$7.68K	Buy	586 +561	+2,244%	+$8.16K	﹤0.01%	1104
2023 Q4	$357	Hold	25	–	–	﹤0.01%	1474
2023 Q3	$387	Hold	25	–	–	﹤0.01%	1428
2023 Q2	$393	Hold	25	–	–	﹤0.01%	1317
2023 Q1	$412	Hold	25	–	–	﹤0.01%	1315
2022 Q4	$390	Hold	25	–	–	﹤0.01%	1243
2022 Q3	$0	Hold	25	–	–	﹤0.01%	1355
2022 Q2	$0	Hold	25	–	–	﹤0.01%	1443
2022 Q1	$0	Hold	25	–	–	﹤0.01%	1458
2021 Q4	$0	Sell	25 -20	-44%	-$281	﹤0.01%	1431
2021 Q3	$1K	Hold	45	–	–	﹤0.01%	1241
2021 Q2	$1K	Hold	45	–	–	﹤0.01%	1200
2021 Q1	$1K	Hold	45	–	–	﹤0.01%	1072
2020 Q4	$1K	Buy	+45	New	+$790	﹤0.01%	955

Other funds holding TAK

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Clearstead Advisors's TAK Position: Q2 2026 in Review

Clearstead Advisors held its Takeda Pharmaceutical (TAK) position steady in Q2 2026 at 25 shares worth $401. The position accounts for ﹤0.01% of the portfolio, ranked #2991.

Clearstead Advisors first reported a position in TAK in Q4 2020 and has held it in 23 quarters since. The position peaked at $7.68K in Q1 2024. 376 funds tracked by Wall St. Rank hold TAK as of Q2 2026.

Clearstead Advisors held 25 shares of Takeda Pharmaceutical worth $401 as of Q2 2026.
Clearstead Advisors left its Takeda Pharmaceutical share count unchanged in Q2 2026.
Takeda Pharmaceutical made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2991 holding.
Clearstead Advisors first reported a position in Takeda Pharmaceutical in Q4 2020 and has held it in 23 quarters since.
Clearstead Advisors's Takeda Pharmaceutical position peaked at $7.68K in Q1 2024.
376 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.