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Dynasty Wealth Management’s Takeda Pharmaceutical TAK Stock Holding History

Dynasty 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
2026
Q2 		$367K Buy
22,873
+12,340
+117% +$204K ﹤0.01% 296
2026
Q1 		$195K Buy
+10,533
New +$185K ﹤0.01% 330
2025
Q4 		– Sell
-48,220
Closed -$706K – 350
2025
Q3 		$706K Buy
+48,220
New +$716K 0.01% 191

Other funds holding TAK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Dynasty Wealth Management's TAK Position: Q2 2026 in Review

Dynasty Wealth Management increased its Takeda Pharmaceutical (TAK) stake by 117% in Q2 2026, buying an estimated $204K and bringing the position to 22,873 shares worth $367K. The position accounts for ﹤0.01% of the portfolio, ranked #296.

Dynasty Wealth Management first reported a position in TAK in Q3 2025 and has held it in 3 quarters since. The position peaked at $706K in Q3 2025. 378 funds tracked by Wall St. Rank hold TAK as of Q2 2026.

  • Dynasty Wealth Management held 22,873 shares of Takeda Pharmaceutical worth $367K as of Q2 2026.
  • Dynasty Wealth Management bought 12,340 Takeda Pharmaceutical shares in Q2 2026, an estimated $204K.
  • Takeda Pharmaceutical made up ﹤0.01% of Dynasty Wealth Management's portfolio in Q2 2026, its #296 holding.
  • Dynasty Wealth Management first reported a position in Takeda Pharmaceutical in Q3 2025 and has held it in 3 quarters since.
  • Dynasty Wealth Management's Takeda Pharmaceutical position peaked at $706K in Q3 2025.
  • 378 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.