Essential Partners’s Takeda Pharmaceutical TAK Stock Holding History

Essential 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	$34.5K	Sell	1,895 -427	-18%	-$7.56K	0.02%	736
2026 Q2	$37.2K	Buy	2,322 +1,235	+114%	+$20.4K	0.02%	691
2026 Q1	$20.1K	Buy	1,087 +212	+24%	+$3.72K	0.01%	924
2025 Q4	$13.6K	Sell	875 -589	-40%	-$8.42K	﹤0.01%	1051
2025 Q3	$21.4K	Buy	+1,464	New	+$21.7K	0.01%	870

Other funds holding TAK

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

Essential Partners's TAK Position: Q3 2026 in Review

Essential Partners reduced its Takeda Pharmaceutical (TAK) stake by 18% in Q3 2026, selling an estimated $7.56K and leaving 1,895 shares worth $34.5K. The position accounts for 0.02% of the portfolio, ranked #736.

Essential Partners first reported a position in TAK in Q3 2025 and has held it in 5 quarters since. The position peaked at $37.2K in Q2 2026. 26 funds tracked by Wall St. Rank hold TAK as of Q3 2026.

Essential Partners held 1,895 shares of Takeda Pharmaceutical worth $34.5K as of Q3 2026.
Essential Partners sold 427 Takeda Pharmaceutical shares in Q3 2026, an estimated $7.56K.
Takeda Pharmaceutical made up 0.02% of Essential Partners's portfolio in Q3 2026, its #736 holding.
Essential Partners first reported a position in Takeda Pharmaceutical in Q3 2025 and has held it in 5 quarters since.
Essential Partners's Takeda Pharmaceutical position peaked at $37.2K in Q2 2026.
26 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.