HB Wealth Management’s Takeda Pharmaceutical TAK Stock Holding History

HB Wealth 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 Q2	$248K	Sell	15,484 -1,571	-9%	-$26K	﹤0.01%	1474
2026 Q1	$316K	Buy	17,055 +5,034	+42%	+$88.3K	﹤0.01%	1214
2025 Q4	$187K	Sell	12,021 -3,704	-24%	-$53K	﹤0.01%	1338
2025 Q3	$230K	Buy	15,725 +2,826	+22%	+$42K	﹤0.01%	1206
2025 Q2	$199K	Buy	+12,899	New	+$191K	﹤0.01%	1110

Other funds holding TAK

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

HB Wealth Management's TAK Position: Q2 2026 in Review

HB Wealth Management reduced its Takeda Pharmaceutical (TAK) stake by 9.2% in Q2 2026, selling an estimated $26K and leaving 15,484 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #1474.

HB Wealth Management first reported a position in TAK in Q2 2025 and has held it in 5 quarters since. The position peaked at $316K in Q1 2026. 376 funds tracked by Wall St. Rank hold TAK as of Q2 2026.

HB Wealth Management held 15,484 shares of Takeda Pharmaceutical worth $248K as of Q2 2026.
HB Wealth Management sold 1,571 Takeda Pharmaceutical shares in Q2 2026, an estimated $26K.
Takeda Pharmaceutical made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1474 holding.
HB Wealth Management first reported a position in Takeda Pharmaceutical in Q2 2025 and has held it in 5 quarters since.
HB Wealth Management's Takeda Pharmaceutical position peaked at $316K in Q1 2026.
376 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.