James T. Borello
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James T. Borello’s Takeda Pharmaceutical TAK Stock Holding History

James T. Borello’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
Q3 		$43.4K Hold
2,385
– – 0.01% 262
2026
Q2 		$38.2K Buy
2,385
+773
+48% +$12.8K 0.01% 277
2026
Q1 		$29.9K Buy
1,612
+1,601
+14,555% +$28.1K 0.01% 294
2025
Q4 		$171 Buy
+11
New +$157 ﹤0.01% 1036
2025
Q3 		– Sell
-226
Closed -$3.49K – 982
2025
Q2 		$3.49K Buy
+226
New +$3.34K ﹤0.01% 238

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Clean Yield Group
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Vise Technologies
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Legacy Wealth Asset Management
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Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Gold Investment Management
Gold Investment Management Edmonton, Alberta, Canada $358M AUM 35.31% 1-Year Est. Return
Summit Global Investments
Summit Global Investments Bountiful, Utah $2.02B AUM 17.87% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

James T. Borello's TAK Position: Q3 2026 in Review

James T. Borello held its Takeda Pharmaceutical (TAK) position steady in Q3 2026 at 2,385 shares worth $43.4K. The position accounts for 0.01% of the portfolio, ranked #262.

James T. Borello first reported a position in TAK in Q2 2025 and has held it in 5 quarters since. 123 funds tracked by Wall St. Rank hold TAK as of Q3 2026.

  • James T. Borello held 2,385 shares of Takeda Pharmaceutical worth $43.4K as of Q3 2026.
  • James T. Borello left its Takeda Pharmaceutical share count unchanged in Q3 2026.
  • Takeda Pharmaceutical made up 0.01% of James T. Borello's portfolio in Q3 2026, its #262 holding.
  • James T. Borello first reported a position in Takeda Pharmaceutical in Q2 2025 and has held it in 5 quarters since.
  • 123 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.