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Forum Financial Management’s Takeda Pharmaceutical TAK Stock Holding History

Forum Financial Management’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 		– Sell
-102,334
Closed -$1.6M – 908
2025
Q4 		$1.6M Hold
102,334
– – 0.02% 165
2025
Q3 		$1.5M Buy
102,334
+10,400
+11% +$154K 0.02% 170
2025
Q2 		$1.42M Sell
91,934
-22,390
-20% -$331K 0.02% 163
2025
Q1 		$1.7M Hold
114,324
– – 0.03% 135
2024
Q4 		$1.51M Buy
114,324
+65,399
+134% +$898K 0.03% 155
2024
Q3 		$696K Hold
48,925
– – 0.01% 246
2024
Q2 		$633K Buy
48,925
+15,112
+45% +$200K 0.01% 244
2024
Q1 		$470K Buy
33,813
+7,602
+29% +$111K 0.01% 345
2023
Q4 		$374K Sell
26,211
-41,207
-61% -$585K 0.01% 378
2023
Q3 		$1.04M Buy
67,418
+336
+0.5% +$5.2K 0.02% 155
2023
Q2 		$1.05M Sell
67,082
-11,104
-14% -$182K 0.02% 153
2023
Q1 		$1.29M Buy
78,186
+24
+0% +$382 0.04% 117
2022
Q4 		$1.22M Buy
78,162
+7
+0% +$98 0.04% 112
2022
Q3 		$1.01M Buy
78,155
+6
+0% +$83 0.05% 112
2022
Q2 		$1.1M Buy
78,149
+317
+0.4% +$4.53K 0.06% 114
2022
Q1 		$1.11M Hold
77,832
– – 0.05% 110
2021
Q4 		$1.06M Buy
+77,832
New +$1.09M 0.05% 119

Other funds holding TAK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Goldman Sachs
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Forum Financial Management's TAK Position: Q1 2026 in Review

Forum Financial Management sold out of Takeda Pharmaceutical (TAK) in Q1 2026, closing a stake of 102,334 shares — an estimated $1.6M sold.

Forum Financial Management first reported a position in TAK in Q4 2021 and held it in 17 quarters. The position peaked at $1.7M in Q1 2025. 361 funds tracked by Wall St. Rank hold TAK as of Q1 2026.

  • Forum Financial Management reported no remaining Takeda Pharmaceutical position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 102,334 Takeda Pharmaceutical shares in Q1 2026, an estimated $1.6M.
  • Forum Financial Management first reported a position in Takeda Pharmaceutical in Q4 2021 and held it in 17 quarters.
  • Forum Financial Management's Takeda Pharmaceutical position peaked at $1.7M in Q1 2025.
  • 361 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.