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 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 $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Collier Financial's TAK Position: Q1 2026 in Review

Collier Financial held its Takeda Pharmaceutical (TAK) position steady in Q1 2026 at 50 shares worth $926. The position accounts for ﹤0.01% of the portfolio, ranked #133.

Collier Financial first reported a position in TAK in Q4 2024 and has held it in 5 quarters since. 358 funds tracked by Wall St. Rank hold TAK as of Q1 2026.

Collier Financial held 50 shares of Takeda Pharmaceutical worth $926 as of Q1 2026.
Collier Financial left its Takeda Pharmaceutical share count unchanged in Q1 2026.
Takeda Pharmaceutical made up ﹤0.01% of Collier Financial's portfolio in Q1 2026, its #133 holding.
Collier Financial first reported a position in Takeda Pharmaceutical in Q4 2024 and has held it in 5 quarters since.
358 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q1 2026.

Based on Collier Financial's 13F filing for Q1 2026, filed 12 May 2026.