EI
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Ellevest Inc’s Takeda Pharmaceutical TAK Stock Holding History

Ellevest Inc’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 		$480K Buy
29,996
+585
+2% +$9.68K 0.06% 265
2026
Q1 		$545K Sell
29,411
-4,330
-13% -$76K 0.08% 202
2025
Q4 		$526K Sell
33,741
-14,832
-31% -$212K 0.07% 211
2025
Q3 		$711K Buy
48,573
+5,624
+13% +$83.5K 0.1% 146
2025
Q2 		$664K Buy
42,949
+14,612
+52% +$216K 0.11% 141
2025
Q1 		$421K Sell
28,337
-12,042
-30% -$169K 0.03% 221
2024
Q4 		$535K Sell
40,379
-38,549
-49% -$530K 0.03% 183
2024
Q3 		$1.12M Buy
78,928
+22,845
+41% +$324K 0.06% 98
2024
Q2 		$726K Sell
56,083
-22,156
-28% -$293K 0.04% 143
2024
Q1 		$1.09M Buy
78,239
+14,814
+23% +$215K 0.07% 89
2023
Q4 		$905K Sell
63,425
-13,156
-17% -$187K 0.06% 91
2023
Q3 		$1.18M Buy
76,581
+24,608
+47% +$381K 0.09% 59
2023
Q2 		$816K Buy
51,973
+9,619
+23% +$158K 0.06% 77
2023
Q1 		$698K Buy
42,354
+13,451
+47% +$214K 0.05% 86
2022
Q4 		$451K Buy
28,903
+21,050
+268% +$294K 0.04% 141
2022
Q3 		$102K Sell
7,853
-5,868
-43% -$81.6K 0.01% 414
2022
Q2 		$193K Sell
13,721
-17,264
-56% -$246K 0.02% 287
2022
Q1 		$444K Buy
30,985
+6,153
+25% +$90.3K 0.04% 150
2021
Q4 		$338K Buy
24,832
+2,008
+9% +$28.2K 0.03% 188
2021
Q3 		$374K Buy
22,824
+7,350
+47% +$123K 0.04% 143
2021
Q2 		$260K Buy
15,474
+292
+2% +$4.97K 0.03% 196
2021
Q1 		$277K Buy
15,182
+4,723
+45% +$85K 0.03% 146
2020
Q4 		$190K Buy
10,459
+1,923
+23% +$33.7K 0.03% 180
2020
Q3 		$152K Buy
8,536
+2,362
+38% +$43K 0.03% 164
2020
Q2 		$111K Buy
6,174
+2,990
+94% +$53.7K 0.02% 186
2020
Q1 		$48K Buy
3,184
+1,561
+96% +$28.3K 0.01% 236
2019
Q4 		$32K Buy
+1,623
New +$31.1K 0.01% 315

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

Ellevest Inc's TAK Position: Q2 2026 in Review

Ellevest Inc increased its Takeda Pharmaceutical (TAK) stake by 2% in Q2 2026, buying an estimated $9.68K and bringing the position to 29,996 shares worth $480K. The position accounts for 0.06% of the portfolio, ranked #265.

Ellevest Inc first reported a position in TAK in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.18M in Q3 2023. 376 funds tracked by Wall St. Rank hold TAK as of Q2 2026.

  • Ellevest Inc held 29,996 shares of Takeda Pharmaceutical worth $480K as of Q2 2026.
  • Ellevest Inc bought 585 Takeda Pharmaceutical shares in Q2 2026, an estimated $9.68K.
  • Takeda Pharmaceutical made up 0.06% of Ellevest Inc's portfolio in Q2 2026, its #265 holding.
  • Ellevest Inc first reported a position in Takeda Pharmaceutical in Q4 2019 and has held it in 27 quarters since.
  • Ellevest Inc's Takeda Pharmaceutical position peaked at $1.18M in Q3 2023.
  • 376 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2026.

Based on Ellevest Inc's 13F filing for Q2 2026, filed 10 Aug 2026.