IMA Advisory Services’s Takeda Pharmaceutical TAK Stock Holding History

IMA Advisory Services’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 Q1	$3.63K	Sell	196 -5	-2%	-$88	﹤0.01%	480
2025 Q4	$3.13K	Sell	201 -50	-20%	-$715	﹤0.01%	548
2025 Q3	$3.76K	Hold	251	–	–	﹤0.01%	337
2025 Q2	$3.88K	Hold	251	–	–	﹤0.01%	328
2025 Q1	$3.73K	Buy	+251	New	+$3.52K	﹤0.01%	326
2024 Q4	–	Sell	-251	Closed	-$3.57K	–	270
2024 Q3	$3.57K	Buy	+251	New	+$3.56K	﹤0.01%	253
2023 Q4	–	Sell	-251	Closed	-$3.88K	–	245
2023 Q3	$3.88K	Hold	251	–	–	﹤0.01%	261
2023 Q2	$3.94K	Hold	251	–	–	﹤0.01%	269
2023 Q1	$4.14K	Hold	251	–	–	﹤0.01%	267
2022 Q4	$3.92K	Hold	251	–	–	﹤0.01%	291
2022 Q3	$3K	Hold	251	–	–	﹤0.01%	295
2022 Q2	$4K	Hold	251	–	–	﹤0.01%	295
2022 Q1	$4K	Hold	251	–	–	﹤0.01%	277
2021 Q4	$3K	Hold	251	–	–	﹤0.01%	294
2021 Q3	$4K	Hold	251	–	–	﹤0.01%	267
2021 Q2	$4K	Hold	251	–	–	﹤0.01%	265
2021 Q1	$5K	Hold	251	–	–	﹤0.01%	261
2020 Q4	$5K	Hold	251	–	–	﹤0.01%	253
2020 Q3	$4K	Hold	251	–	–	﹤0.01%	242
2020 Q2	$5K	Hold	251	–	–	﹤0.01%	225
2020 Q1	$4K	Hold	251	–	–	﹤0.01%	232
2019 Q4	$5K	Hold	251	–	–	﹤0.01%	257
2019 Q3	$4K	Hold	251	–	–	﹤0.01%	265
2019 Q2	$4K	Hold	251	–	–	﹤0.01%	254
2019 Q1	$5K	Buy	+251	New	+$5.05K	﹤0.01%	239

Other funds holding TAK

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

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

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

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IMA Advisory Services's TAK Position: Q1 2026 in Review

IMA Advisory Services reduced its Takeda Pharmaceutical (TAK) stake by 2.5% in Q1 2026, selling an estimated $88 and leaving 196 shares worth $3.63K. The position accounts for ﹤0.01% of the portfolio, ranked #480.

IMA Advisory Services first reported a position in TAK in Q1 2019 and has held it in 25 quarters since. The position peaked at $5K in Q1 2021. 358 funds tracked by Wall St. Rank hold TAK as of Q1 2026.

IMA Advisory Services held 196 shares of Takeda Pharmaceutical worth $3.63K as of Q1 2026.
IMA Advisory Services sold 5 Takeda Pharmaceutical shares in Q1 2026, an estimated $88.
Takeda Pharmaceutical made up ﹤0.01% of IMA Advisory Services's portfolio in Q1 2026, its #480 holding.
IMA Advisory Services first reported a position in Takeda Pharmaceutical in Q1 2019 and has held it in 25 quarters since.
IMA Advisory Services's Takeda Pharmaceutical position peaked at $5K in Q1 2021.
358 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.