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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Takeda Pharmaceutical TAK Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
2025
Q1 		– Sell
-500
Closed -$6.62K – 515
2024
Q4 		$6.62K Buy
+500
New +$6.87K ﹤0.01% 388

Other funds holding TAK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s TAK Position: Q1 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Takeda Pharmaceutical (TAK) in Q1 2025, closing a stake of 500 shares — an estimated $6.62K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in TAK in Q4 2024 and held it in 1 quarter. The position peaked at $6.62K in Q4 2024. 308 funds tracked by Wall St. Rank hold TAK as of Q1 2025.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Takeda Pharmaceutical position as of Q1 2025 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 500 Takeda Pharmaceutical shares in Q1 2025, an estimated $6.62K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Takeda Pharmaceutical in Q4 2024 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Takeda Pharmaceutical position peaked at $6.62K in Q4 2024.
  • 308 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q1 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q1 2025, filed 7 Aug 2026.