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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
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
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

Evergreen Capital Management's TAK Position: Q1 2026 in Review

Evergreen Capital Management increased its Takeda Pharmaceutical (TAK) stake by 8.1% in Q1 2026, buying an estimated $76.9K and bringing the position to 58,355 shares worth $1.08M. The position accounts for 0.02% of the portfolio, ranked #466.

Evergreen Capital Management first reported a position in TAK in Q1 2022 and has held it in 14 quarters since. 358 funds tracked by Wall St. Rank hold TAK as of Q1 2026.

  • Evergreen Capital Management held 58,355 shares of Takeda Pharmaceutical worth $1.08M as of Q1 2026.
  • Evergreen Capital Management bought 4,379 Takeda Pharmaceutical shares in Q1 2026, an estimated $76.9K.
  • Takeda Pharmaceutical made up 0.02% of Evergreen Capital Management's portfolio in Q1 2026, its #466 holding.
  • Evergreen Capital Management first reported a position in Takeda Pharmaceutical in Q1 2022 and has held it in 14 quarters since.
  • 358 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.