IAG Wealth Partners’s Takeda Pharmaceutical TAK Stock Holding History

IAG 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
2025 Q2	–	Sell	-70	Closed	-$1.04K	–	520
2025 Q1	$1.04K	Buy	+70	New	+$981	﹤0.01%	470

Other funds holding TAK

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

IAG Wealth Partners's TAK Position: Q2 2025 in Review

IAG Wealth Partners sold out of Takeda Pharmaceutical (TAK) in Q2 2025, closing a stake of 70 shares — an estimated $1.04K sold.

IAG Wealth Partners first reported a position in TAK in Q1 2025 and held it in 1 quarter. The position peaked at $1.04K in Q1 2025. 315 funds tracked by Wall St. Rank hold TAK as of Q2 2025.

IAG Wealth Partners reported no remaining Takeda Pharmaceutical position as of Q2 2025 after selling out during the quarter.
IAG Wealth Partners sold 70 Takeda Pharmaceutical shares in Q2 2025, an estimated $1.04K.
IAG Wealth Partners first reported a position in Takeda Pharmaceutical in Q1 2025 and held it in 1 quarter.
IAG Wealth Partners's Takeda Pharmaceutical position peaked at $1.04K in Q1 2025.
315 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2025.

Based on IAG Wealth Partners's 13F filing for Q2 2025, filed 13 Aug 2025.