Concord Wealth Partners’s Takeda Pharmaceutical TAK Stock Holding History

Concord Wealth Partners’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
2025 Q3	–	Sell	-20	Closed	-$309	–	881
2025 Q2	$309	Hold	20	–	–	﹤0.01%	799
2025 Q1	$297	Buy	+20	New	+$280	﹤0.01%	775
2022 Q2	–	Sell	-813	Closed	-$12K	–	1365
2022 Q1	$12K	Sell	813 -601	-43%	-$8.82K	﹤0.01%	743
2021 Q4	$19K	Buy	1,414 +736	+109%	+$10.3K	﹤0.01%	662
2021 Q3	$11K	Sell	678 -907	-57%	-$15.2K	﹤0.01%	460
2021 Q2	$27K	Sell	1,585 -127	-7%	-$2.16K	0.01%	446
2021 Q1	$31K	Buy	1,712 +653	+62%	+$11.7K	0.01%	412
2020 Q4	$19K	Buy	+1,059	New	+$18.6K	0.01%	316

Other funds holding TAK

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Concord Wealth Partners's TAK Position: Q3 2025 in Review

Concord Wealth Partners sold out of Takeda Pharmaceutical (TAK) in Q3 2025, closing a stake of 20 shares — an estimated $309 sold.

Concord Wealth Partners first reported a position in TAK in Q4 2020 and held it in 8 quarters. The position peaked at $31K in Q1 2021. 331 funds tracked by Wall St. Rank hold TAK as of Q3 2025.

Concord Wealth Partners reported no remaining Takeda Pharmaceutical position as of Q3 2025 after selling out during the quarter.
Concord Wealth Partners sold 20 Takeda Pharmaceutical shares in Q3 2025, an estimated $309.
Concord Wealth Partners first reported a position in Takeda Pharmaceutical in Q4 2020 and held it in 8 quarters.
Concord Wealth Partners's Takeda Pharmaceutical position peaked at $31K in Q1 2021.
331 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q3 2025.

Based on Concord Wealth Partners's 13F filing for Q3 2025, filed 5 Nov 2025.