Farther Finance Advisors
TAK icon

Farther Finance Advisors’s Takeda Pharmaceutical TAK Stock Holding History

Farther Finance 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
Q3 		$462K Buy
25,420
+4,088
+19% +$72.4K ﹤0.01% 1646
2026
Q2 		$342K Buy
21,332
+3,504
+20% +$58K ﹤0.01% 1852
2026
Q1 		$335K Buy
17,828
+7,959
+81% +$140K ﹤0.01% 1675
2025
Q4 		$154K Buy
9,869
+2,868
+41% +$41K ﹤0.01% 2079
2025
Q3 		$102K Buy
7,001
+1,378
+25% +$20.5K ﹤0.01% 2033
2025
Q2 		$86.9K Buy
5,623
+1,003
+22% +$14.8K ﹤0.01% 1828
2025
Q1 		$68.8K Buy
4,620
+1,045
+29% +$14.6K ﹤0.01% 1722
2024
Q4 		$47.3K Buy
3,575
+1,976
+124% +$27.1K ﹤0.01% 1688
2024
Q3 		$22.7K Buy
1,599
+238
+17% +$3.38K ﹤0.01% 2031
2024
Q2 		$17.7K Buy
1,361
+325
+31% +$4.3K ﹤0.01% 1821
2024
Q1 		$14.2K Sell
1,036
-632
-38% -$9.19K ﹤0.01% 1618
2023
Q4 		$23.8K Buy
1,668
+867
+108% +$12.3K ﹤0.01% 1289
2023
Q3 		$12.4K Buy
801
+733
+1,078% +$11.3K ﹤0.01% 1223
2023
Q2 		$1.07K Hold
68
– – ﹤0.01% 1956
2023
Q1 		$1.12K Hold
68
– – ﹤0.01% 1820
2022
Q4 		$1.06K Buy
+68
New +$950 ﹤0.01% 1636

Other funds holding TAK

LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MLFP
MPS Loria Financial Planners Burr Ridge, Illinois $527M AUM 17.98% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Farther Finance Advisors's TAK Position: Q3 2026 in Review

Farther Finance Advisors increased its Takeda Pharmaceutical (TAK) stake by 19% in Q3 2026, buying an estimated $72.4K and bringing the position to 25,420 shares worth $462K. The position accounts for ﹤0.01% of the portfolio, ranked #1646.

Farther Finance Advisors first reported a position in TAK in Q4 2022 and has held it in 16 quarters since. 26 funds tracked by Wall St. Rank hold TAK as of Q3 2026.

  • Farther Finance Advisors held 25,420 shares of Takeda Pharmaceutical worth $462K as of Q3 2026.
  • Farther Finance Advisors bought 4,088 Takeda Pharmaceutical shares in Q3 2026, an estimated $72.4K.
  • Takeda Pharmaceutical made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1646 holding.
  • Farther Finance Advisors first reported a position in Takeda Pharmaceutical in Q4 2022 and has held it in 16 quarters since.
  • 26 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.