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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
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 $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

Dynasty Wealth Management's TAK Position: Q1 2026 in Review

Dynasty Wealth Management opened a new position in Takeda Pharmaceutical (TAK) in Q1 2026: 10,533 shares worth $195K. The stake represents ﹤0.01% of the portfolio and ranks #330 among its holdings. This is a return to the name: Dynasty Wealth Management previously reported a position in TAK as recently as Q3 2025.

Dynasty Wealth Management first reported a position in TAK in Q3 2025 and has held it in 2 quarters since. The position peaked at $706K in Q3 2025. 358 funds tracked by Wall St. Rank hold TAK as of Q1 2026.

  • Dynasty Wealth Management held 10,533 shares of Takeda Pharmaceutical worth $195K as of Q1 2026.
  • Takeda Pharmaceutical was a new Dynasty Wealth Management position in Q1 2026.
  • Takeda Pharmaceutical made up ﹤0.01% of Dynasty Wealth Management's portfolio in Q1 2026, its #330 holding.
  • Dynasty Wealth Management first reported a position in Takeda Pharmaceutical in Q3 2025 and has held it in 2 quarters since.
  • Dynasty Wealth Management's Takeda Pharmaceutical position peaked at $706K in Q3 2025.
  • 358 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.