HWP
TAK icon

Highline Wealth Partners’s Takeda Pharmaceutical TAK Stock Holding History

Highline Wealth Partners’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 		$4.75K Hold
296
– – ﹤0.01% 875
2026
Q1 		$5.48K Hold
296
– – ﹤0.01% 701
2025
Q4 		$4.62K Buy
296
+25
+9% +$357 ﹤0.01% 579
2025
Q3 		$3.97K Hold
271
– – ﹤0.01% 642
2025
Q2 		$4.19K Hold
271
– – ﹤0.01% 483
2025
Q1 		$4.03K Buy
+271
New +$3.8K ﹤0.01% 475

Other funds holding TAK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
HCMT
Highland Capital Management (Tennessee) Memphis, Tennessee $2.17B AUM 54.74% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Highline Wealth Partners's TAK Position: Q2 2026 in Review

Highline Wealth Partners held its Takeda Pharmaceutical (TAK) position steady in Q2 2026 at 296 shares worth $4.75K. The position accounts for ﹤0.01% of the portfolio, ranked #875.

Highline Wealth Partners first reported a position in TAK in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.48K in Q1 2026. 61 funds tracked by Wall St. Rank hold TAK as of Q2 2026.

  • Highline Wealth Partners held 296 shares of Takeda Pharmaceutical worth $4.75K as of Q2 2026.
  • Highline Wealth Partners left its Takeda Pharmaceutical share count unchanged in Q2 2026.
  • Takeda Pharmaceutical made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #875 holding.
  • Highline Wealth Partners first reported a position in Takeda Pharmaceutical in Q1 2025 and has held it in 6 quarters since.
  • Highline Wealth Partners's Takeda Pharmaceutical position peaked at $5.48K in Q1 2026.
  • 61 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.