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Evermay Wealth Management’s Takeda Pharmaceutical TAK Stock Holding History

Evermay Wealth 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 		$4.6K Buy
+287
New +$4.75K ﹤0.01% 563
2021
Q3 		– Sell
-175
Closed -$3K – 523
2021
Q2 		$3K Buy
+175
New +$2.98K ﹤0.01% 474

Other funds holding TAK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Goldman Sachs
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
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Evermay Wealth Management's TAK Position: Q2 2026 in Review

Evermay Wealth Management opened a new position in Takeda Pharmaceutical (TAK) in Q2 2026: 287 shares worth $4.6K. The stake represents ﹤0.01% of the portfolio and ranks #563 among its holdings. This is a return to the name: Evermay Wealth Management previously reported a position in TAK as recently as Q2 2021.

Evermay Wealth Management first reported a position in TAK in Q2 2021 and has held it in 2 quarters since. 378 funds tracked by Wall St. Rank hold TAK as of Q2 2026.

  • Evermay Wealth Management held 287 shares of Takeda Pharmaceutical worth $4.6K as of Q2 2026.
  • Takeda Pharmaceutical was a new Evermay Wealth Management position in Q2 2026.
  • Takeda Pharmaceutical made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #563 holding.
  • Evermay Wealth Management first reported a position in Takeda Pharmaceutical in Q2 2021 and has held it in 2 quarters since.
  • 378 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.