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IFP Advisors’s Takeda Pharmaceutical TAK Stock Holding History

IFP 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 		$8.56K Sell
534
-75
-12% -$1.24K ﹤0.01% 3492
2026
Q1 		$11.3K Sell
609
-160
-21% -$2.81K ﹤0.01% 3096
2025
Q4 		$12K Sell
769
-66
-8% -$944 ﹤0.01% 2964
2025
Q3 		$12.2K Sell
835
-116
-12% -$1.72K ﹤0.01% 2803
2025
Q2 		$14.7K Sell
951
-1,557
-62% -$23K ﹤0.01% 2710
2025
Q1 		$37.3K Buy
2,508
+349
+16% +$4.89K ﹤0.01% 2034
2024
Q4 		$28.6K Buy
2,159
+36
+2% +$495 ﹤0.01% 2087
2024
Q3 		$30.2K Buy
2,123
+183
+9% +$2.6K ﹤0.01% 1962
2024
Q2 		$25.1K Buy
1,940
+1,611
+490% +$21.3K ﹤0.01% 1978
2024
Q1 		$4.57K Buy
329
+80
+32% +$1.16K ﹤0.01% 2477
2023
Q4 		$3.55K Sell
249
-117
-32% -$1.66K ﹤0.01% 2520
2023
Q3 		$5.66K Sell
366
-995
-73% -$15.4K ﹤0.01% 2462
2023
Q2 		$21.4K Buy
1,361
+1,045
+331% +$17.1K ﹤0.01% 1963
2023
Q1 		$6.19K Sell
316
-3,163
-91% -$50.4K ﹤0.01% 2486
2022
Q4 		$70K Sell
3,479
-881
-20% -$12.3K ﹤0.01% 2002
2022
Q3 		$87K Buy
4,360
+520
+14% +$7.23K ﹤0.01% 1961
2022
Q2 		$77K Hold
3,840
– – ﹤0.01% 1872
2022
Q1 		$77K Buy
3,840
+3,422
+819% +$50.2K ﹤0.01% 1872
2021
Q4 		$7K Hold
418
– – ﹤0.01% 2368
2021
Q3 		$8K Sell
418
-900
-68% -$15.1K ﹤0.01% 2382
2021
Q2 		$23K Buy
1,318
+61
+5% +$1.04K ﹤0.01% 1879
2021
Q1 		$25K Sell
1,257
-650
-34% -$11.7K ﹤0.01% 1758
2020
Q4 		$36K Sell
1,907
-533
-22% -$9.35K ﹤0.01% 1564
2020
Q3 		$43K Buy
2,440
+707
+41% +$12.9K ﹤0.01% 1348
2020
Q2 		$32K Sell
1,733
-266
-13% -$4.78K ﹤0.01% 1403
2020
Q1 		$30K Sell
1,999
-338
-14% -$6.13K ﹤0.01% 1335
2019
Q4 		$47K Sell
2,337
-513
-18% -$9.81K ﹤0.01% 1286
2019
Q3 		$49K Buy
+2,850
New +$49.3K ﹤0.01% 1379
2019
Q1 		$1K Buy
+25
New +$503 ﹤0.01% 2262

Other funds holding TAK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Goldman Sachs
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
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

IFP Advisors's TAK Position: Q2 2026 in Review

IFP Advisors reduced its Takeda Pharmaceutical (TAK) stake by 12% in Q2 2026, selling an estimated $1.24K and leaving 534 shares worth $8.56K. The position accounts for ﹤0.01% of the portfolio, ranked #3492.

IFP Advisors first reported a position in TAK in Q1 2019 and has held it in 29 quarters since. The position peaked at $87K in Q3 2022. 376 funds tracked by Wall St. Rank hold TAK as of Q2 2026.

  • IFP Advisors held 534 shares of Takeda Pharmaceutical worth $8.56K as of Q2 2026.
  • IFP Advisors sold 75 Takeda Pharmaceutical shares in Q2 2026, an estimated $1.24K.
  • Takeda Pharmaceutical made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3492 holding.
  • IFP Advisors first reported a position in Takeda Pharmaceutical in Q1 2019 and has held it in 29 quarters since.
  • IFP Advisors's Takeda Pharmaceutical position peaked at $87K in Q3 2022.
  • 376 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.