EWP
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Elevation Wealth Partners’s Takeda Pharmaceutical TAK Stock Holding History

Elevation Wealth Partners’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
Q3 		$12.6K Hold
693
– – ﹤0.01% 816
2026
Q2 		$11.1K Buy
+693
New +$11.5K ﹤0.01% 782

Other funds holding TAK

LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MLFP
MPS Loria Financial Planners Burr Ridge, Illinois $527M AUM 17.98% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

Elevation Wealth Partners's TAK Position: Q3 2026 in Review

Elevation Wealth Partners held its Takeda Pharmaceutical (TAK) position steady in Q3 2026 at 693 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #816.

Elevation Wealth Partners first reported a position in TAK in Q2 2026 and has held it in 2 quarters since. 26 funds tracked by Wall St. Rank hold TAK as of Q3 2026.

  • Elevation Wealth Partners held 693 shares of Takeda Pharmaceutical worth $12.6K as of Q3 2026.
  • Elevation Wealth Partners left its Takeda Pharmaceutical share count unchanged in Q3 2026.
  • Takeda Pharmaceutical made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #816 holding.
  • Elevation Wealth Partners first reported a position in Takeda Pharmaceutical in Q2 2026 and has held it in 2 quarters since.
  • 26 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.