First Affirmative Financial Network’s Takeda Pharmaceutical TAK Stock Holding History

First Affirmative Financial Network’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 Q1	$1.04M	Buy	+56,101	New	+$985K	0.4%	48
2025 Q3	$613K	Buy	41,852 +6,025	+17%	+$89.5K	0.29%	80
2025 Q2	$554K	Buy	35,827 +7,961	+29%	+$118K	0.28%	91
2025 Q1	$414K	Buy	27,866 +7,264	+35%	+$102K	0.25%	112
2024 Q4	$273K	Buy	20,602 +4,736	+30%	+$65.1K	0.16%	171
2024 Q3	$226K	Buy	+15,866	New	+$225K	0.12%	230

Other funds holding TAK

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

First Affirmative Financial Network's TAK Position: Q1 2026 in Review

First Affirmative Financial Network opened a new position in Takeda Pharmaceutical (TAK) in Q1 2026: 56,101 shares worth $1.04M. The stake represents 0.4% of the portfolio and ranks #48 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in TAK as recently as Q3 2025.

First Affirmative Financial Network first reported a position in TAK in Q3 2024 and has held it in 6 quarters since. 358 funds tracked by Wall St. Rank hold TAK as of Q1 2026.

First Affirmative Financial Network held 56,101 shares of Takeda Pharmaceutical worth $1.04M as of Q1 2026.
Takeda Pharmaceutical was a new First Affirmative Financial Network position in Q1 2026.
Takeda Pharmaceutical made up 0.4% of First Affirmative Financial Network's portfolio in Q1 2026, its #48 holding.
First Affirmative Financial Network first reported a position in Takeda Pharmaceutical in Q3 2024 and has held it in 6 quarters since.
358 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q1 2026.

Based on First Affirmative Financial Network's 13F filing for Q1 2026, filed 8 May 2026.