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Glass Jacobson Investment Advisors’s Takeda Pharmaceutical TAK Stock Holding History

Glass Jacobson Investment 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 		$562 Hold
35
– – ﹤0.01% 590
2026
Q1 		$649 Hold
35
– – ﹤0.01% 572
2025
Q4 		$546 Hold
35
– – ﹤0.01% 560
2025
Q3 		$513 Buy
+35
New +$520 ﹤0.01% 559
2023
Q3 		– Sell
-67
Closed -$1.06K – 831
2023
Q2 		$1.06K Buy
+67
New +$1.1K ﹤0.01% 697
2022
Q4 		$1.05K Buy
+67
New +$936 ﹤0.01% 726

Other funds holding TAK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
MAP
Managed Asset Portfolios Rochester, Michigan $875M AUM 41.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return

Glass Jacobson Investment Advisors's TAK Position: Q2 2026 in Review

Glass Jacobson Investment Advisors held its Takeda Pharmaceutical (TAK) position steady in Q2 2026 at 35 shares worth $562. The position accounts for ﹤0.01% of the portfolio, ranked #590.

Glass Jacobson Investment Advisors first reported a position in TAK in Q4 2022 and has held it in 6 quarters since. The position peaked at $1.06K in Q2 2023. 237 funds tracked by Wall St. Rank hold TAK as of Q2 2026.

  • Glass Jacobson Investment Advisors held 35 shares of Takeda Pharmaceutical worth $562 as of Q2 2026.
  • Glass Jacobson Investment Advisors left its Takeda Pharmaceutical share count unchanged in Q2 2026.
  • Takeda Pharmaceutical made up ﹤0.01% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #590 holding.
  • Glass Jacobson Investment Advisors first reported a position in Takeda Pharmaceutical in Q4 2022 and has held it in 6 quarters since.
  • Glass Jacobson Investment Advisors's Takeda Pharmaceutical position peaked at $1.06K in Q2 2023.
  • 237 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.