Kathmere Capital Management’s Takeda Pharmaceutical TAK Stock Holding History

Kathmere Capital 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	$218K	Sell	13,597 -2,335	-15%	-$38.6K	0.01%	610
2026 Q1	$295K	Buy	15,932 +4,888	+44%	+$85.8K	0.02%	470
2025 Q4	$172K	Sell	11,044 -1,123	-9%	-$16.1K	0.01%	536
2025 Q3	$178K	Buy	+12,167	New	+$181K	0.01%	504

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

Kathmere Capital Management's TAK Position: Q2 2026 in Review

Kathmere Capital Management reduced its Takeda Pharmaceutical (TAK) stake by 15% in Q2 2026, selling an estimated $38.6K and leaving 13,597 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #610.

Kathmere Capital Management first reported a position in TAK in Q3 2025 and has held it in 4 quarters since. The position peaked at $295K in Q1 2026. 376 funds tracked by Wall St. Rank hold TAK as of Q2 2026.

Kathmere Capital Management held 13,597 shares of Takeda Pharmaceutical worth $218K as of Q2 2026.
Kathmere Capital Management sold 2,335 Takeda Pharmaceutical shares in Q2 2026, an estimated $38.6K.
Takeda Pharmaceutical made up 0.01% of Kathmere Capital Management's portfolio in Q2 2026, its #610 holding.
Kathmere Capital Management first reported a position in Takeda Pharmaceutical in Q3 2025 and has held it in 4 quarters since.
Kathmere Capital Management's Takeda Pharmaceutical position peaked at $295K in Q1 2026.
376 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.