GM
TAK icon

GeoWealth Management’s Takeda Pharmaceutical TAK Stock Holding History

GeoWealth 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
2025
Q2 		– Sell
-10,292
Closed -$153K – 1288
2025
Q1 		$153K Sell
10,292
-5,890
-36% -$82.5K 0.01% 719
2024
Q4 		$214K Sell
16,182
-4,433
-22% -$60.9K 0.01% 744
2024
Q3 		$293K Sell
20,615
-2,264
-10% -$32.1K 0.01% 613
2024
Q2 		$296K Buy
22,879
+1,945
+9% +$25.7K 0.01% 582
2024
Q1 		$291K Buy
20,934
+4,580
+28% +$66.6K 0.01% 582
2023
Q4 		$233K Buy
+16,354
New +$232K 0.02% 469

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

GeoWealth Management's TAK Position: Q2 2025 in Review

GeoWealth Management sold out of Takeda Pharmaceutical (TAK) in Q2 2025, closing a stake of 10,292 shares — an estimated $153K sold.

GeoWealth Management first reported a position in TAK in Q4 2023 and held it in 6 quarters. The position peaked at $296K in Q2 2024. 315 funds tracked by Wall St. Rank hold TAK as of Q2 2025.

  • GeoWealth Management reported no remaining Takeda Pharmaceutical position as of Q2 2025 after selling out during the quarter.
  • GeoWealth Management sold 10,292 Takeda Pharmaceutical shares in Q2 2025, an estimated $153K.
  • GeoWealth Management first reported a position in Takeda Pharmaceutical in Q4 2023 and held it in 6 quarters.
  • GeoWealth Management's Takeda Pharmaceutical position peaked at $296K in Q2 2024.
  • 315 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2025.

Based on GeoWealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.