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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
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Goldman Sachs
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fortis Capital Advisors's TAK Position: Q1 2026 in Review

Fortis Capital Advisors held its Takeda Pharmaceutical (TAK) position steady in Q1 2026 at 10,178 shares worth $188K. The position accounts for 0.02% of the portfolio, ranked #364.

Fortis Capital Advisors first reported a position in TAK in Q1 2025 and has held it in 4 quarters since. The position peaked at $191K in Q1 2025. 358 funds tracked by Wall St. Rank hold TAK as of Q1 2026.

  • Fortis Capital Advisors held 10,178 shares of Takeda Pharmaceutical worth $188K as of Q1 2026.
  • Fortis Capital Advisors left its Takeda Pharmaceutical share count unchanged in Q1 2026.
  • Takeda Pharmaceutical made up 0.02% of Fortis Capital Advisors's portfolio in Q1 2026, its #364 holding.
  • Fortis Capital Advisors first reported a position in Takeda Pharmaceutical in Q1 2025 and has held it in 4 quarters since.
  • Fortis Capital Advisors's Takeda Pharmaceutical position peaked at $191K in Q1 2025.
  • 358 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q1 2026.

Based on Fortis Capital Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.