Evergreen Capital Management’s Takeda Pharmaceutical TAK Stock Holding History

Evergreen Capital 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 Q2	$834K	Sell	52,036 -6,319	-11%	-$105K	0.01%	625
2026 Q1	$1.08M	Buy	58,355 +4,379	+8%	+$76.9K	0.02%	466
2025 Q4	$841K	Sell	53,976 -7,238	-12%	-$103K	0.02%	517
2025 Q3	$896K	Buy	61,214 +21,691	+55%	+$322K	0.02%	435
2025 Q2	$611K	Buy	39,523 +8,520	+27%	+$126K	0.02%	484
2025 Q1	$461K	Sell	31,003 -6,382	-17%	-$89.4K	0.02%	544
2024 Q4	$495K	Buy	37,385 +24,583	+192%	+$338K	0.02%	516
2024 Q3	$182K	Buy	+12,802	New	+$182K	0.01%	953
2024 Q2	–	Sell	-13,774	Closed	-$191K	–	995
2024 Q1	$191K	Buy	+13,774	New	+$200K	0.01%	805
2023 Q4	–	Sell	-10,466	Closed	-$162K	–	901
2023 Q3	$162K	Sell	10,466 -3,506	-25%	-$54.3K	0.01%	730
2023 Q2	$220K	Buy	13,972 +446	+3%	+$7.31K	0.01%	686
2023 Q1	$223K	Buy	+13,526	New	+$215K	0.01%	622
2022 Q4	–	Sell	-17,574	Closed	-$228K	–	709
2022 Q3	$228K	Buy	17,574 +4,186	+31%	+$58.2K	0.01%	518
2022 Q2	$188K	Buy	13,388 +2,274	+20%	+$32.5K	0.01%	532
2022 Q1	$159K	Buy	+11,114	New	+$163K	0.01%	634

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

Evergreen Capital Management's TAK Position: Q2 2026 in Review

Evergreen Capital Management reduced its Takeda Pharmaceutical (TAK) stake by 11% in Q2 2026, selling an estimated $105K and leaving 52,036 shares worth $834K. The position accounts for 0.01% of the portfolio, ranked #625.

Evergreen Capital Management first reported a position in TAK in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.08M in Q1 2026. 378 funds tracked by Wall St. Rank hold TAK as of Q2 2026.

Evergreen Capital Management held 52,036 shares of Takeda Pharmaceutical worth $834K as of Q2 2026.
Evergreen Capital Management sold 6,319 Takeda Pharmaceutical shares in Q2 2026, an estimated $105K.
Takeda Pharmaceutical made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #625 holding.
Evergreen Capital Management first reported a position in Takeda Pharmaceutical in Q1 2022 and has held it in 15 quarters since.
Evergreen Capital Management's Takeda Pharmaceutical position peaked at $1.08M in Q1 2026.
378 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.