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 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 $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

Jackson Thornton Wealth Management's TAK Position: Q1 2026 in Review

Jackson Thornton Wealth Management increased its Takeda Pharmaceutical (TAK) stake by 9.4% in Q1 2026, buying an estimated $21.6K and bringing the position to 14,360 shares worth $260K. The position accounts for 0.02% of the portfolio, ranked #220.

Jackson Thornton Wealth Management first reported a position in TAK in Q1 2025 and has held it in 5 quarters since. 358 funds tracked by Wall St. Rank hold TAK as of Q1 2026.

Jackson Thornton Wealth Management held 14,360 shares of Takeda Pharmaceutical worth $260K as of Q1 2026.
Jackson Thornton Wealth Management bought 1,232 Takeda Pharmaceutical shares in Q1 2026, an estimated $21.6K.
Takeda Pharmaceutical made up 0.02% of Jackson Thornton Wealth Management's portfolio in Q1 2026, its #220 holding.
Jackson Thornton Wealth Management first reported a position in Takeda Pharmaceutical in Q1 2025 and has held it in 5 quarters since.
358 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q1 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.