Empirical Wealth Management’s Takeda Pharmaceutical TAK Stock Holding History

Empirical 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	$696K	Sell	43,411 -2,531	-6%	-$41.9K	0.01%	528
2026 Q1	$851K	Sell	45,942 -920	-2%	-$16.1K	0.01%	390
2025 Q4	$731K	Sell	46,862 -1,797	-4%	-$25.7K	0.01%	403
2025 Q3	$712K	Buy	48,659 +20,298	+72%	+$301K	0.01%	385
2025 Q2	$438K	Buy	28,361 +14,550	+105%	+$215K	0.01%	443
2025 Q1	$205K	Buy	+13,811	New	+$194K	0.01%	605

Other funds holding TAK

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

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 Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

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

Empirical Wealth Management reduced its Takeda Pharmaceutical (TAK) stake by 5.5% in Q2 2026, selling an estimated $41.9K and leaving 43,411 shares worth $696K. The position accounts for 0.01% of the portfolio, ranked #528.

Empirical Wealth Management first reported a position in TAK in Q1 2025 and has held it in 6 quarters since. The position peaked at $851K in Q1 2026. 376 funds tracked by Wall St. Rank hold TAK as of Q2 2026.

Empirical Wealth Management held 43,411 shares of Takeda Pharmaceutical worth $696K as of Q2 2026.
Empirical Wealth Management sold 2,531 Takeda Pharmaceutical shares in Q2 2026, an estimated $41.9K.
Takeda Pharmaceutical made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #528 holding.
Empirical Wealth Management first reported a position in Takeda Pharmaceutical in Q1 2025 and has held it in 6 quarters since.
Empirical Wealth Management's Takeda Pharmaceutical position peaked at $851K in Q1 2026.
376 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.