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 Q3	$1.33M	Buy	+73,391	New	+$1.3M	0.29%	63
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

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Gold Investment Management Edmonton, Alberta, Canada $358M AUM 35.31% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return

First Affirmative Financial Network's TAK Position: Q3 2026 in Review

First Affirmative Financial Network opened a new position in Takeda Pharmaceutical (TAK) in Q3 2026: 73,391 shares worth $1.33M. The stake represents 0.29% of the portfolio and ranks #63 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in TAK as recently as Q1 2026.

First Affirmative Financial Network first reported a position in TAK in Q3 2024 and has held it in 7 quarters since. 85 funds tracked by Wall St. Rank hold TAK as of Q3 2026.

First Affirmative Financial Network held 73,391 shares of Takeda Pharmaceutical worth $1.33M as of Q3 2026.
Takeda Pharmaceutical was a new First Affirmative Financial Network position in Q3 2026.
Takeda Pharmaceutical made up 0.29% of First Affirmative Financial Network's portfolio in Q3 2026, its #63 holding.
First Affirmative Financial Network first reported a position in Takeda Pharmaceutical in Q3 2024 and has held it in 7 quarters since.
85 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q3 2026.

Based on First Affirmative Financial Network's 13F filing for Q3 2026, filed 21 Oct 2026.