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JFS Wealth Advisors’s Takeda Pharmaceutical TAK Stock Holding History

JFS Wealth Advisors’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 		$658 Sell
41
-105
-72% -$1.74K ﹤0.01% 1906
2026
Q1 		$2.7K Sell
146
-703
-83% -$12.3K ﹤0.01% 1422
2025
Q4 		$13.2K Sell
849
-27
-3% -$386 ﹤0.01% 881
2025
Q3 		$12.8K Sell
876
-57
-6% -$846 ﹤0.01% 825
2025
Q2 		$14.4K Buy
933
+125
+15% +$1.85K ﹤0.01% 744
2025
Q1 		$12K Sell
808
-273
-25% -$3.83K ﹤0.01% 819
2024
Q4 		$14.3K Buy
1,081
+120
+12% +$1.65K ﹤0.01% 745
2024
Q3 		$13.7K Hold
961
– – ﹤0.01% 748
2024
Q2 		$12.4K Hold
961
– – ﹤0.01% 727
2024
Q1 		$13.3K Sell
961
-4
-0.4% -$58 ﹤0.01% 729
2023
Q4 		$13.8K Hold
965
– – ﹤0.01% 686
2023
Q3 		$14.9K Hold
965
– – ﹤0.01% 611
2023
Q2 		$15.2K Sell
965
-254
-21% -$4.16K ﹤0.01% 601
2023
Q1 		$20.1K Sell
1,219
-183
-13% -$2.92K ﹤0.01% 536
2022
Q4 		$21.9K Sell
1,402
-9,046
-87% -$126K ﹤0.01% 517
2022
Q3 		$136K Buy
10,448
+145
+1% +$2.02K 0.01% 255
2022
Q2 		$145K Sell
10,303
-521
-5% -$7.44K 0.02% 248
2022
Q1 		$155K Sell
10,824
-1,362
-11% -$20K 0.01% 253
2021
Q4 		$166K Buy
12,186
+1,131
+10% +$15.9K 0.02% 246
2021
Q3 		$181K Hold
11,055
– – 0.02% 228
2021
Q2 		$186K Buy
11,055
+1,845
+20% +$31.4K 0.03% 172
2021
Q1 		$168K Buy
9,210
+771
+9% +$13.9K 0.03% 153
2020
Q4 		$154K Buy
8,439
+818
+11% +$14.4K 0.03% 156
2020
Q3 		$136K Buy
7,621
+623
+9% +$11.3K 0.03% 158
2020
Q2 		$125K Buy
6,998
+363
+5% +$6.52K 0.03% 160
2020
Q1 		$101K Buy
6,635
+1,456
+28% +$26.4K 0.03% 171
2019
Q4 		$102K Hold
5,179
– – 0.03% 194
2019
Q3 		$89K Buy
5,179
+2,281
+79% +$39.4K 0.02% 197
2019
Q2 		$51K Hold
2,898
– – 0.01% 238
2019
Q1 		$59K Buy
2,898
+346
+14% +$6.96K 0.02% 219
2018
Q4 		$43K Buy
+2,552
New +$43.1K 0.01% 238

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

JFS Wealth Advisors's TAK Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Takeda Pharmaceutical (TAK) stake by 72% in Q2 2026, selling an estimated $1.74K and leaving 41 shares worth $658. The position accounts for ﹤0.01% of the portfolio, ranked #1906.

JFS Wealth Advisors first reported a position in TAK in Q4 2018 and has held it in 31 quarters since. The position peaked at $186K in Q2 2021. 378 funds tracked by Wall St. Rank hold TAK as of Q2 2026.

  • JFS Wealth Advisors held 41 shares of Takeda Pharmaceutical worth $658 as of Q2 2026.
  • JFS Wealth Advisors sold 105 Takeda Pharmaceutical shares in Q2 2026, an estimated $1.74K.
  • Takeda Pharmaceutical made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1906 holding.
  • JFS Wealth Advisors first reported a position in Takeda Pharmaceutical in Q4 2018 and has held it in 31 quarters since.
  • JFS Wealth Advisors's Takeda Pharmaceutical position peaked at $186K in Q2 2021.
  • 378 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.