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Evolve Private Wealth’s Takeda Pharmaceutical TAK Stock Holding History

Evolve Private Wealth’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 		$542K Buy
33,809
+7,780
+30% +$129K 0.03% 482
2026
Q1 		$482K Buy
26,029
+1,125
+5% +$19.7K 0.03% 596
2025
Q4 		$388K Buy
+24,904
New +$356K 0.02% 632

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

Evolve Private Wealth's TAK Position: Q2 2026 in Review

Evolve Private Wealth increased its Takeda Pharmaceutical (TAK) stake by 30% in Q2 2026, buying an estimated $129K and bringing the position to 33,809 shares worth $542K. The position accounts for 0.03% of the portfolio, ranked #482.

Evolve Private Wealth first reported a position in TAK in Q4 2025 and has held it in 3 quarters since. 376 funds tracked by Wall St. Rank hold TAK as of Q2 2026.

  • Evolve Private Wealth held 33,809 shares of Takeda Pharmaceutical worth $542K as of Q2 2026.
  • Evolve Private Wealth bought 7,780 Takeda Pharmaceutical shares in Q2 2026, an estimated $129K.
  • Takeda Pharmaceutical made up 0.03% of Evolve Private Wealth's portfolio in Q2 2026, its #482 holding.
  • Evolve Private Wealth first reported a position in Takeda Pharmaceutical in Q4 2025 and has held it in 3 quarters since.
  • 376 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.