Fortis Capital Advisors’s Takeda Pharmaceutical TAK Stock Holding History

Fortis Capital 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 Q2	$163K	Hold	10,178	–	–	0.02%	396
2026 Q1	$188K	Hold	10,178	–	–	0.02%	364
2025 Q4	$159K	Hold	10,178	–	–	0.02%	305
2025 Q3	$149K	Buy	+10,178	New	+$151K	0.02%	276
2025 Q2	–	Sell	-12,871	Closed	-$191K	–	283
2025 Q1	$191K	Buy	+12,871	New	+$180K	0.04%	245

Other funds holding TAK

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

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 Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Fortis Capital Advisors's TAK Position: Q2 2026 in Review

Fortis Capital Advisors held its Takeda Pharmaceutical (TAK) position steady in Q2 2026 at 10,178 shares worth $163K. The position accounts for 0.02% of the portfolio, ranked #396.

Fortis Capital Advisors first reported a position in TAK in Q1 2025 and has held it in 5 quarters since. The position peaked at $191K in Q1 2025. 379 funds tracked by Wall St. Rank hold TAK as of Q2 2026.

Fortis Capital Advisors held 10,178 shares of Takeda Pharmaceutical worth $163K as of Q2 2026.
Fortis Capital Advisors left its Takeda Pharmaceutical share count unchanged in Q2 2026.
Takeda Pharmaceutical made up 0.02% of Fortis Capital Advisors's portfolio in Q2 2026, its #396 holding.
Fortis Capital Advisors first reported a position in Takeda Pharmaceutical in Q1 2025 and has held it in 5 quarters since.
Fortis Capital Advisors's Takeda Pharmaceutical position peaked at $191K in Q1 2025.
379 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.