FP
TAK icon

Financial Perspectives’s Takeda Pharmaceutical TAK Stock Holding History

Financial Perspectives’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 		$23K Hold
1,437
– – 0.01% 440
2026
Q1 		$26.6K Hold
1,437
– – 0.01% 401
2025
Q4 		$22.4K Hold
1,437
– – 0.01% 420
2025
Q3 		$21K Hold
1,437
– – 0.01% 418
2025
Q2 		$22.2K Hold
1,437
– – 0.01% 404
2025
Q1 		$21.4K Hold
1,437
– – 0.01% 404
2024
Q4 		$19K Hold
1,437
– – 0.01% 413
2024
Q3 		$20.4K Hold
1,437
– – 0.01% 388
2024
Q2 		$18.6K Hold
1,437
– – 0.01% 391
2024
Q1 		$20K Hold
1,437
– – 0.01% 381
2023
Q4 		$20.5K Hold
1,437
– – 0.01% 372
2023
Q3 		$22.2K Hold
1,437
– – 0.01% 348
2023
Q2 		$22.6K Hold
1,437
– – 0.01% 350
2023
Q1 		$23.7K Hold
1,437
– – 0.01% 337
2022
Q4 		$22.4K Hold
1,437
– – 0.01% 338
2022
Q3 		$18.6K Hold
1,437
– – 0.01% 355
2022
Q2 		$20.2K Hold
1,437
– – 0.01% 348
2022
Q1 		$20.6K Hold
1,437
– – 0.01% 370
2021
Q4 		$19.6K Hold
1,437
– – 0.01% 358
2021
Q3 		$23.5K Sell
1,437
-3,805
-73% -$63.9K 0.01% 337
2021
Q2 		$88.2K Hold
5,242
– – 0.04% 198
2021
Q1 		$95.7K Buy
5,242
+1,437
+38% +$25.9K 0.05% 180
2020
Q4 		$69.3K Hold
3,805
– – 0.04% 195
2020
Q3 		$67.9K Hold
3,805
– – 0.04% 175
2020
Q2 		$68.2K Hold
3,805
– – 0.05% 166
2020
Q1 		$57.8K Hold
3,805
– – 0.05% 155
2019
Q4 		$75.1K Buy
+3,805
New +$72.8K 0.05% 144

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

Financial Perspectives's TAK Position: Q2 2026 in Review

Financial Perspectives held its Takeda Pharmaceutical (TAK) position steady in Q2 2026 at 1,437 shares worth $23K. The position accounts for 0.01% of the portfolio, ranked #440.

Financial Perspectives first reported a position in TAK in Q4 2019 and has held it in 27 quarters since. The position peaked at $95.7K in Q1 2021. 376 funds tracked by Wall St. Rank hold TAK as of Q2 2026.

  • Financial Perspectives held 1,437 shares of Takeda Pharmaceutical worth $23K as of Q2 2026.
  • Financial Perspectives left its Takeda Pharmaceutical share count unchanged in Q2 2026.
  • Takeda Pharmaceutical made up 0.01% of Financial Perspectives's portfolio in Q2 2026, its #440 holding.
  • Financial Perspectives first reported a position in Takeda Pharmaceutical in Q4 2019 and has held it in 27 quarters since.
  • Financial Perspectives's Takeda Pharmaceutical position peaked at $95.7K in Q1 2021.
  • 376 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.