Corient Private Wealth
TAK icon

Corient Private Wealth’s Takeda Pharmaceutical TAK Stock Holding History

Corient Private Wealth’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 		$1.47M Sell
80,361
-87,485
-52% -$1.54M ﹤0.01% 1426
2025
Q4 		$2.58M Buy
167,846
+55,749
+50% +$797K ﹤0.01% 1389
2025
Q3 		$1.64M Buy
112,097
+28,897
+35% +$429K ﹤0.01% 1161
2025
Q2 		$1.29M Buy
83,200
+10,717
+15% +$158K ﹤0.01% 1241
2025
Q1 		$1.08M Sell
72,483
-52,425
-42% -$735K ﹤0.01% 1243
2024
Q4 		$1.65M Buy
124,908
+16,311
+15% +$224K ﹤0.01% 1074
2024
Q3 		$1.54M Buy
108,597
+40,586
+60% +$576K ﹤0.01% 1214
2024
Q2 		$880K Buy
68,011
+4,265
+7% +$56.5K ﹤0.01% 1374
2024
Q1 		$885K Sell
63,746
-10,496
-14% -$153K ﹤0.01% 1354
2023
Q4 		$1.06M Sell
74,242
-2,889
-4% -$41K ﹤0.01% 1269
2023
Q3 		$1.2M Buy
77,131
+3,383
+5% +$52.4K ﹤0.01% 1127
2023
Q2 		$1.16M Sell
73,748
-8,147
-10% -$133K ﹤0.01% 1096
2023
Q1 		$1.35M Buy
81,895
+66,490
+432% +$1.06M ﹤0.01% 979
2022
Q4 		$240K Buy
+15,405
New +$215K ﹤0.01% 1420

Other funds holding TAK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Goldman Sachs
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Corient Private Wealth's TAK Position: Q1 2026 in Review

Corient Private Wealth reduced its Takeda Pharmaceutical (TAK) stake by 52% in Q1 2026, selling an estimated $1.54M and leaving 80,361 shares worth $1.47M. The position accounts for ﹤0.01% of the portfolio, ranked #1426.

Corient Private Wealth first reported a position in TAK in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.58M in Q4 2025. 358 funds tracked by Wall St. Rank hold TAK as of Q1 2026.

  • Corient Private Wealth held 80,361 shares of Takeda Pharmaceutical worth $1.47M as of Q1 2026.
  • Corient Private Wealth sold 87,485 Takeda Pharmaceutical shares in Q1 2026, an estimated $1.54M.
  • Takeda Pharmaceutical made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1426 holding.
  • Corient Private Wealth first reported a position in Takeda Pharmaceutical in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Takeda Pharmaceutical position peaked at $2.58M in Q4 2025.
  • 358 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.