IAA
TAK icon

Independent Advisor Alliance’s Takeda Pharmaceutical TAK Stock Holding History

Independent Advisor Alliance’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 		$287K Buy
17,885
+6,096
+52% +$101K 0.01% 849
2026
Q1 		$218K Buy
+11,789
New +$207K ﹤0.01% 1459

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

Independent Advisor Alliance's TAK Position: Q2 2026 in Review

Independent Advisor Alliance increased its Takeda Pharmaceutical (TAK) stake by 52% in Q2 2026, buying an estimated $101K and bringing the position to 17,885 shares worth $287K. The position accounts for 0.01% of the portfolio, ranked #849.

Independent Advisor Alliance first reported a position in TAK in Q1 2026 and has held it in 2 quarters since. 376 funds tracked by Wall St. Rank hold TAK as of Q2 2026.

  • Independent Advisor Alliance held 17,885 shares of Takeda Pharmaceutical worth $287K as of Q2 2026.
  • Independent Advisor Alliance bought 6,096 Takeda Pharmaceutical shares in Q2 2026, an estimated $101K.
  • Takeda Pharmaceutical made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #849 holding.
  • Independent Advisor Alliance first reported a position in Takeda Pharmaceutical in Q1 2026 and has held it in 2 quarters since.
  • 376 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.