Collier Financial’s Takeda Pharmaceutical TAK Stock Holding History

Collier Financial’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	$802	Hold	50	–	–	﹤0.01%	138
2026 Q1	$926	Hold	50	–	–	﹤0.01%	133
2025 Q4	$780	Hold	50	–	–	﹤0.01%	127
2025 Q3	$732	Buy	+50	New	+$743	﹤0.01%	127
2025 Q1	$744	Hold	50	–	–	﹤0.01%	123
2024 Q4	$662	Buy	+50	New	+$687	﹤0.01%	107

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

Collier Financial's TAK Position: Q2 2026 in Review

Collier Financial held its Takeda Pharmaceutical (TAK) position steady in Q2 2026 at 50 shares worth $802. The position accounts for ﹤0.01% of the portfolio, ranked #138.

Collier Financial first reported a position in TAK in Q4 2024 and has held it in 6 quarters since. The position peaked at $926 in Q1 2026. 378 funds tracked by Wall St. Rank hold TAK as of Q2 2026.

Collier Financial held 50 shares of Takeda Pharmaceutical worth $802 as of Q2 2026.
Collier Financial left its Takeda Pharmaceutical share count unchanged in Q2 2026.
Takeda Pharmaceutical made up ﹤0.01% of Collier Financial's portfolio in Q2 2026, its #138 holding.
Collier Financial first reported a position in Takeda Pharmaceutical in Q4 2024 and has held it in 6 quarters since.
Collier Financial's Takeda Pharmaceutical position peaked at $926 in Q1 2026.
378 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2026.

Based on Collier Financial's 13F filing for Q2 2026, filed 30 Jul 2026.