EWA
TAK icon

EverSource Wealth Advisors’s Takeda Pharmaceutical TAK Stock Holding History

EverSource Wealth Advisors’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 		$258K Sell
16,089
-9,807
-38% -$162K 0.01% 882
2026
Q1 		$480K Buy
25,896
+12,669
+96% +$222K 0.01% 620
2025
Q4 		$206K Sell
13,227
-3,700
-22% -$52.9K 0.01% 932
2025
Q3 		$248K Buy
16,927
+850
+5% +$12.6K 0.01% 803
2025
Q2 		$249K Buy
16,077
+9,536
+146% +$141K 0.01% 769
2025
Q1 		$97.3K Buy
6,541
+1,351
+26% +$18.9K 0.01% 925
2024
Q4 		$68.7K Buy
5,190
+1,770
+52% +$24.3K ﹤0.01% 1046
2024
Q3 		$48.6K Buy
3,420
+338
+11% +$4.79K ﹤0.01% 1086
2024
Q2 		$42.8K Buy
3,082
+859
+39% +$11.4K ﹤0.01% 1161
2024
Q1 		$29.1K Buy
2,223
+656
+42% +$9.54K ﹤0.01% 1196
2023
Q4 		$22.4K Buy
1,567
+135
+9% +$1.92K ﹤0.01% 1191
2023
Q3 		$22.1K Buy
1,432
+167
+13% +$2.58K ﹤0.01% 1087
2023
Q2 		$19.9K Sell
1,265
-492
-28% -$8.06K ﹤0.01% 1157
2023
Q1 		$29K Buy
1,757
+728
+71% +$11.6K ﹤0.01% 962
2022
Q4 		$16.1K Sell
1,029
-2,286
-69% -$31.9K ﹤0.01% 1138
2022
Q3 		$43K Sell
3,315
-3,175
-49% -$44.1K 0.01% 671
2022
Q2 		$91K Buy
6,490
+5,070
+357% +$72.4K 0.02% 403
2022
Q1 		$20K Buy
1,420
+1,326
+1,411% +$19.5K 0.01% 705
2021
Q4 		$1K Buy
+94
New +$1.32K ﹤0.01% 1726

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

EverSource Wealth Advisors's TAK Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Takeda Pharmaceutical (TAK) stake by 38% in Q2 2026, selling an estimated $162K and leaving 16,089 shares worth $258K. The position accounts for 0.01% of the portfolio, ranked #882.

EverSource Wealth Advisors first reported a position in TAK in Q4 2021 and has held it in 19 quarters since. The position peaked at $480K in Q1 2026. 376 funds tracked by Wall St. Rank hold TAK as of Q2 2026.

  • EverSource Wealth Advisors held 16,089 shares of Takeda Pharmaceutical worth $258K as of Q2 2026.
  • EverSource Wealth Advisors sold 9,807 Takeda Pharmaceutical shares in Q2 2026, an estimated $162K.
  • Takeda Pharmaceutical made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #882 holding.
  • EverSource Wealth Advisors first reported a position in Takeda Pharmaceutical in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Takeda Pharmaceutical position peaked at $480K in Q1 2026.
  • 376 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.