Evelyn Partners Investment Management Services’s Takeda Pharmaceutical TAK Stock Holding History

Evelyn Partners Investment Management Services’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 Q1	$1.81K	Hold	98	–	–	﹤0.01%	274
2025 Q4	$1.53K	Hold	98	–	–	﹤0.01%	254
2025 Q3	$1.44K	Hold	98	–	–	﹤0.01%	257
2025 Q2	$1.51K	Hold	98	–	–	﹤0.01%	256
2025 Q1	$1.46K	Hold	98	–	–	﹤0.01%	261
2024 Q4	$1.3K	Buy	+98	New	+$1.35K	﹤0.01%	265

Other funds holding TAK

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Evelyn Partners Investment Management Services's TAK Position: Q1 2026 in Review

Evelyn Partners Investment Management Services held its Takeda Pharmaceutical (TAK) position steady in Q1 2026 at 98 shares worth $1.81K. The position accounts for ﹤0.01% of the portfolio, ranked #274.

Evelyn Partners Investment Management Services first reported a position in TAK in Q4 2024 and has held it in 6 quarters since. 359 funds tracked by Wall St. Rank hold TAK as of Q1 2026.

Evelyn Partners Investment Management Services held 98 shares of Takeda Pharmaceutical worth $1.81K as of Q1 2026.
Evelyn Partners Investment Management Services left its Takeda Pharmaceutical share count unchanged in Q1 2026.
Takeda Pharmaceutical made up ﹤0.01% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #274 holding.
Evelyn Partners Investment Management Services first reported a position in Takeda Pharmaceutical in Q4 2024 and has held it in 6 quarters since.
359 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q1 2026.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.