EP Wealth Advisors’s Takeda Pharmaceutical TAK Stock Holding History

EP Wealth Advisors’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	$235K	Buy	14,674 +595	+4%	+$9.85K	﹤0.01%	1426
2026 Q1	$261K	Sell	14,079 -9,002	-39%	-$158K	﹤0.01%	1250
2025 Q4	$360K	Buy	+23,081	New	+$330K	﹤0.01%	1031
2024 Q3	–	Sell	-15,028	Closed	-$194K	–	1205
2024 Q2	$194K	Buy	+15,028	New	+$199K	﹤0.01%	763
2022 Q3	–	Sell	-21,220	Closed	-$298K	–	611
2022 Q2	$298K	Buy	21,220 +7,528	+55%	+$107K	0.01%	483
2022 Q1	$196K	Buy	+13,692	New	+$201K	﹤0.01%	579
2021 Q4	–	Sell	-12,294	Closed	-$201K	–	567
2021 Q3	$201K	Buy	+12,294	New	+$206K	0.01%	513
2020 Q1	–	Sell	-10,443	Closed	-$206K	–	433
2019 Q4	$206K	Buy	+10,443	New	+$200K	0.01%	391
2019 Q3	–	Sell	-10,546	Closed	-$187K	–	369
2019 Q2	$187K	Buy	+10,546	New	+$192K	0.01%	300

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

EP Wealth Advisors's TAK Position: Q2 2026 in Review

EP Wealth Advisors increased its Takeda Pharmaceutical (TAK) stake by 4.2% in Q2 2026, buying an estimated $9.85K and bringing the position to 14,674 shares worth $235K. The position accounts for ﹤0.01% of the portfolio, ranked #1426.

EP Wealth Advisors first reported a position in TAK in Q2 2019 and has held it in 9 quarters since. The position peaked at $360K in Q4 2025. 376 funds tracked by Wall St. Rank hold TAK as of Q2 2026.

EP Wealth Advisors held 14,674 shares of Takeda Pharmaceutical worth $235K as of Q2 2026.
EP Wealth Advisors bought 595 Takeda Pharmaceutical shares in Q2 2026, an estimated $9.85K.
Takeda Pharmaceutical made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1426 holding.
EP Wealth Advisors first reported a position in Takeda Pharmaceutical in Q2 2019 and has held it in 9 quarters since.
EP Wealth Advisors's Takeda Pharmaceutical position peaked at $360K in Q4 2025.
376 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.