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Kelleher Financial Advisors’s Takeda Pharmaceutical TAK Stock Holding History

Kelleher Financial 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 		$4.02K Hold
251
– – ﹤0.01% 693
2026
Q1 		$3.88K Hold
251
– – ﹤0.01% 607
2025
Q4 		$3.91K Hold
251
– – ﹤0.01% 635
2025
Q3 		$3.67K Buy
+251
New +$3.73K ﹤0.01% 568
2024
Q3 		– Sell
-23,063
Closed -$298K – 123
2024
Q2 		$298K Hold
23,063
– – 0.12% 93
2024
Q1 		$320K Hold
23,063
– – 0.13% 93
2023
Q4 		$329K Sell
23,063
-528
-2% -$7.49K 0.15% 79
2023
Q3 		$365K Sell
23,591
-49
-0.2% -$759 0.19% 71
2023
Q2 		$371K Sell
23,640
-1
-0% -$16 0.21% 76
2023
Q1 		$390K Buy
23,641
+45
+0.2% +$717 0.26% 72
2022
Q4 		$368K Buy
23,596
+309
+1% +$4.32K 0.28% 63
2022
Q3 		$302K Buy
23,287
+438
+2% +$6.09K 0.22% 79
2022
Q2 		$320K Buy
22,849
+210
+0.9% +$3K 0.14% 98
2022
Q1 		$324K Sell
22,639
-3,531
-13% -$51.8K 0.18% 88
2021
Q4 		$356K Sell
26,170
-9,780
-27% -$137K 0.19% 82
2021
Q3 		$588K Buy
35,950
+16,691
+87% +$280K 0.26% 88
2021
Q2 		$324K Hold
19,259
– – 0.18% 89
2021
Q1 		$351K Buy
19,259
+5,695
+42% +$102K 0.23% 75
2020
Q4 		$246K Sell
13,564
-5
-0% -$88 0.18% 88
2020
Q3 		$242K Sell
13,569
-1,881
-12% -$34.3K 0.2% 80
2020
Q2 		$277K Sell
15,450
-251
-2% -$4.51K 0.27% 73
2020
Q1 		$238K Sell
15,701
-1,080
-6% -$19.6K 0.28% 71
2019
Q4 		$330K Sell
16,781
-204
-1% -$3.9K 0.33% 66
2019
Q3 		$292K Sell
16,985
-951
-5% -$16.4K 0.36% 66
2019
Q2 		$317K Buy
+17,936
New +$326K 0.39% 63

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

Kelleher Financial Advisors's TAK Position: Q2 2026 in Review

Kelleher Financial Advisors held its Takeda Pharmaceutical (TAK) position steady in Q2 2026 at 251 shares worth $4.02K. The position accounts for ﹤0.01% of the portfolio, ranked #693.

Kelleher Financial Advisors first reported a position in TAK in Q2 2019 and has held it in 25 quarters since. The position peaked at $588K in Q3 2021. 378 funds tracked by Wall St. Rank hold TAK as of Q2 2026.

  • Kelleher Financial Advisors held 251 shares of Takeda Pharmaceutical worth $4.02K as of Q2 2026.
  • Kelleher Financial Advisors left its Takeda Pharmaceutical share count unchanged in Q2 2026.
  • Takeda Pharmaceutical made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #693 holding.
  • Kelleher Financial Advisors first reported a position in Takeda Pharmaceutical in Q2 2019 and has held it in 25 quarters since.
  • Kelleher Financial Advisors's Takeda Pharmaceutical position peaked at $588K in Q3 2021.
  • 378 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.