Halbert Hargrove Global Advisors’s Takeda Pharmaceutical TAK Stock Holding History

Halbert Hargrove Global 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	$701	Buy	+44	New	+$728	﹤0.01%	486

Other funds holding TAK

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Truist Financial

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sivia Capital Partners Mill Valley, California $822M AUM 48.82% 1-Year Est. Return

Halbert Hargrove Global Advisors's TAK Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in Takeda Pharmaceutical (TAK) in Q2 2026: 44 shares worth $701. The stake represents ﹤0.01% of the portfolio and ranks #486 among its holdings.

124 funds tracked by Wall St. Rank hold TAK as of Q2 2026.

Halbert Hargrove Global Advisors held 44 shares of Takeda Pharmaceutical worth $701 as of Q2 2026.
Takeda Pharmaceutical was a new Halbert Hargrove Global Advisors position in Q2 2026.
Takeda Pharmaceutical made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #486 holding.
124 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.