EPIM
TAK icon

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

Evelyn Partners Investment 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
Q1 		$3.09K Hold
167
– – ﹤0.01% 381
2025
Q4 		$2.6K Hold
167
– – ﹤0.01% 385
2025
Q3 		$2.44K Hold
167
– – ﹤0.01% 383
2025
Q2 		$2.58K Hold
167
– – ﹤0.01% 386
2025
Q1 		$2.48K Hold
167
– – ﹤0.01% 387
2024
Q4 		$2.21K Buy
+167
New +$2.29K ﹤0.01% 392

Other funds holding TAK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Goldman Sachs
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Evelyn Partners Investment Management held its Takeda Pharmaceutical (TAK) position steady in Q1 2026 at 167 shares worth $3.09K. The position accounts for ﹤0.01% of the portfolio, ranked #381.

Evelyn Partners Investment Management 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 held 167 shares of Takeda Pharmaceutical worth $3.09K as of Q1 2026.
  • Evelyn Partners Investment Management left its Takeda Pharmaceutical share count unchanged in Q1 2026.
  • Takeda Pharmaceutical made up ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #381 holding.
  • Evelyn Partners Investment Management 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's 13F filing for Q1 2026, filed 15 May 2026.