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Crowley Wealth Management’s Takeda Pharmaceutical TAK Stock Holding History

Crowley 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
Q4 		– Sell
-3,927
Closed -$57.5K – 311
2025
Q3 		$57.5K Hold
3,927
– – 0.05% 143
2025
Q2 		$60.7K Hold
3,927
– – 0.06% 132
2025
Q1 		$58.4K Hold
3,927
– – 0.06% 130
2024
Q4 		$52K Buy
+3,927
New +$53.9K 0.05% 136

Other funds holding TAK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Crowley Wealth Management's TAK Position: Q4 2025 in Review

Crowley Wealth Management sold out of Takeda Pharmaceutical (TAK) in Q4 2025, closing a stake of 3,927 shares — an estimated $57.5K sold.

Crowley Wealth Management first reported a position in TAK in Q4 2024 and held it in 4 quarters. The position peaked at $60.7K in Q2 2025. 348 funds tracked by Wall St. Rank hold TAK as of Q4 2025.

  • Crowley Wealth Management reported no remaining Takeda Pharmaceutical position as of Q4 2025 after selling out during the quarter.
  • Crowley Wealth Management sold 3,927 Takeda Pharmaceutical shares in Q4 2025, an estimated $57.5K.
  • Crowley Wealth Management first reported a position in Takeda Pharmaceutical in Q4 2024 and held it in 4 quarters.
  • Crowley Wealth Management's Takeda Pharmaceutical position peaked at $60.7K in Q2 2025.
  • 348 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q4 2025.

Based on Crowley Wealth Management's 13F filing for Q4 2025.