Jones Financial Companies
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Jones Financial Companies’s Takeda Pharmaceutical TAK Stock Holding History

Jones Financial Companies’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 		$393K Buy
24,721
+11,809
+91% +$195K ﹤0.01% 2311
2026
Q1 		$231K Buy
12,912
+11,327
+715% +$199K ﹤0.01% 2343
2025
Q4 		$24.7K Buy
1,585
+142
+10% +$2.03K ﹤0.01% 2843
2025
Q3 		$21.3K Buy
1,443
+150
+12% +$2.23K ﹤0.01% 2768
2025
Q2 		$19.5K Sell
1,293
-33
-2% -$488 ﹤0.01% 2602
2025
Q1 		$19.9K Sell
1,326
-297
-18% -$4.16K ﹤0.01% 2434
2024
Q4 		$21.5K Buy
1,623
+657
+68% +$9.03K ﹤0.01% 2227
2024
Q3 		$13.9K Buy
966
+302
+45% +$4.28K ﹤0.01% 2080
2024
Q2 		$8.59K Buy
664
+135
+26% +$1.79K ﹤0.01% 1803
2024
Q1 		$7.35K Buy
529
+393
+289% +$5.71K ﹤0.01% 1119
2023
Q4 		$1.94K Buy
+136
New +$1.93K ﹤0.01% 911
2021
Q2 		– Sell
-390
Closed -$7K – 784
2021
Q1 		$7K Buy
+390
New +$7.02K ﹤0.01% 581

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

Jones Financial Companies's TAK Position: Q2 2026 in Review

Jones Financial Companies increased its Takeda Pharmaceutical (TAK) stake by 91% in Q2 2026, buying an estimated $195K and bringing the position to 24,721 shares worth $393K. The position accounts for ﹤0.01% of the portfolio, ranked #2311.

Jones Financial Companies first reported a position in TAK in Q1 2021 and has held it in 12 quarters since. 376 funds tracked by Wall St. Rank hold TAK as of Q2 2026.

  • Jones Financial Companies held 24,721 shares of Takeda Pharmaceutical worth $393K as of Q2 2026.
  • Jones Financial Companies bought 11,809 Takeda Pharmaceutical shares in Q2 2026, an estimated $195K.
  • Takeda Pharmaceutical made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2311 holding.
  • Jones Financial Companies first reported a position in Takeda Pharmaceutical in Q1 2021 and has held it in 12 quarters since.
  • 376 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.