Envestnet Portfolio Solutions’s Takeda Pharmaceutical TAK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$208K Sell
12,997
-1,546
-11% -$25.6K ﹤0.01% 1351
2026
Q1
$269K Sell
14,543
-12,844
-47% -$225K ﹤0.01% 1157
2025
Q4
$427K Buy
27,387
+8,867
+48% +$127K ﹤0.01% 1125
2025
Q3
$271K Buy
18,520
+3,408
+23% +$50.6K ﹤0.01% 1297
2025
Q2
$234K Buy
15,112
+3,410
+29% +$50.4K ﹤0.01% 1443
2025
Q1
$174K Sell
11,702
-11,914
-50% -$167K ﹤0.01% 1513
2024
Q4
$313K Sell
23,616
-2,119
-8% -$29.1K ﹤0.01% 1486
2024
Q3
$366K Sell
25,735
-4,135
-14% -$58.7K ﹤0.01% 1347
2024
Q2
$387K Buy
29,870
+4,107
+16% +$54.4K ﹤0.01% 1241
2024
Q1
$358K Buy
25,763
+1,778
+7% +$25.9K ﹤0.01% 1263
2023
Q4
$342K Buy
23,985
+1,626
+7% +$23.1K ﹤0.01% 1228
2023
Q3
$346K Buy
+22,359
New +$346K ﹤0.01% 1155

Other funds holding TAK

Envestnet Portfolio Solutions's TAK Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Takeda Pharmaceutical (TAK) stake by 11% in Q2 2026, selling an estimated $25.6K and leaving 12,997 shares worth $208K. The position accounts for ﹤0.01% of the portfolio, ranked #1351.

Envestnet Portfolio Solutions first reported a position in TAK in Q3 2023 and has held it in 12 quarters since. The position peaked at $427K in Q4 2025. 376 funds tracked by Wall St. Rank hold TAK as of Q2 2026.

  • Envestnet Portfolio Solutions held 12,997 shares of Takeda Pharmaceutical worth $208K as of Q2 2026.
  • Envestnet Portfolio Solutions sold 1,546 Takeda Pharmaceutical shares in Q2 2026, an estimated $25.6K.
  • Takeda Pharmaceutical made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1351 holding.
  • Envestnet Portfolio Solutions first reported a position in Takeda Pharmaceutical in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Takeda Pharmaceutical position peaked at $427K in Q4 2025.
  • 376 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.