Jackson Thornton Wealth Management’s Takeda Pharmaceutical TAK Stock Holding History

Jackson Thornton Wealth Management’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	$351K	Buy	21,893 +7,533	+52%	+$125K	0.03%	237
2026 Q1	$260K	Buy	14,360 +1,232	+9%	+$21.6K	0.02%	220
2025 Q4	$207K	Sell	13,128 -2,283	-15%	-$32.6K	0.02%	292
2025 Q3	$221K	Buy	15,411 +2,632	+21%	+$39.1K	0.02%	253
2025 Q2	$192K	Buy	12,779 +920	+8%	+$13.6K	0.02%	145
2025 Q1	$174K	Buy	+11,859	New	+$166K	0.02%	97

Other funds holding TAK

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

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 Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Jackson Thornton Wealth Management's TAK Position: Q2 2026 in Review

Jackson Thornton Wealth Management increased its Takeda Pharmaceutical (TAK) stake by 52% in Q2 2026, buying an estimated $125K and bringing the position to 21,893 shares worth $351K. The position accounts for 0.03% of the portfolio, ranked #237.

Jackson Thornton Wealth Management first reported a position in TAK in Q1 2025 and has held it in 6 quarters since. 378 funds tracked by Wall St. Rank hold TAK as of Q2 2026.

Jackson Thornton Wealth Management held 21,893 shares of Takeda Pharmaceutical worth $351K as of Q2 2026.
Jackson Thornton Wealth Management bought 7,533 Takeda Pharmaceutical shares in Q2 2026, an estimated $125K.
Takeda Pharmaceutical made up 0.03% of Jackson Thornton Wealth Management's portfolio in Q2 2026, its #237 holding.
Jackson Thornton Wealth Management first reported a position in Takeda Pharmaceutical in Q1 2025 and has held it in 6 quarters since.
378 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.