Congress Wealth Management’s Takeda Pharmaceutical TAK Stock Holding History

Congress Wealth Management’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 Q2	$207K	Buy	+13,378	New	+$198K	﹤0.01%	1140

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

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

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

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Congress Wealth Management's TAK Position: Q2 2025 in Review

Congress Wealth Management opened a new position in Takeda Pharmaceutical (TAK) in Q2 2025: 13,378 shares worth $207K. The stake represents ﹤0.01% of the portfolio and ranks #1140 among its holdings.

317 funds tracked by Wall St. Rank hold TAK as of Q2 2025.

Congress Wealth Management held 13,378 shares of Takeda Pharmaceutical worth $207K as of Q2 2025.
Takeda Pharmaceutical was a new Congress Wealth Management position in Q2 2025.
Takeda Pharmaceutical made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1140 holding.
317 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.