Kestra Advisory Services’s Takeda Pharmaceutical TAK Stock Holding History

Kestra Advisory Services’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 Q1	–	Sell	-6,477	Closed	-$101K	–	4274
2025 Q4	$101K	Buy	+6,477	New	+$92.6K	﹤0.01%	3414
2024 Q2	–	Sell	-11,918	Closed	-$166K	–	2684
2024 Q1	$166K	Sell	11,918 -599	-5%	-$8.71K	﹤0.01%	2315
2023 Q4	$179K	Buy	12,517 +353	+3%	+$5.01K	﹤0.01%	2130
2023 Q3	$188K	Sell	12,164 -259	-2%	-$4.01K	﹤0.01%	1932
2023 Q2	$195K	Sell	12,423 -6,781	-35%	-$111K	﹤0.01%	1911
2023 Q1	$316K	Sell	19,204 -17,492	-48%	-$279K	﹤0.01%	1530
2022 Q4	$572K	Buy	36,696 +10,041	+38%	+$140K	0.01%	1326
2022 Q3	$346K	Buy	26,655 +761	+3%	+$10.6K	﹤0.01%	1525
2022 Q2	$364K	Buy	25,894 +3,925	+18%	+$56K	﹤0.01%	1506
2022 Q1	$315K	Sell	21,969 -6,619	-23%	-$97.2K	﹤0.01%	1568
2021 Q4	$390K	Sell	28,588 -7,940	-22%	-$111K	﹤0.01%	1450
2021 Q3	$598K	Sell	36,528 -330	-0.9%	-$5.54K	0.01%	1292
2021 Q2	$620K	Sell	36,858 -926	-2%	-$15.8K	0.01%	1171
2021 Q1	$690K	Buy	37,784 +25,054	+197%	+$451K	0.01%	1038
2020 Q4	$231K	Buy	+12,730	New	+$223K	﹤0.01%	1627

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Kestra Advisory Services's TAK Position: Q1 2026 in Review

Kestra Advisory Services sold out of Takeda Pharmaceutical (TAK) in Q1 2026, closing a stake of 6,477 shares — an estimated $101K sold.

Kestra Advisory Services first reported a position in TAK in Q4 2020 and held it in 15 quarters. The position peaked at $690K in Q1 2021. 362 funds tracked by Wall St. Rank hold TAK as of Q1 2026.

Kestra Advisory Services reported no remaining Takeda Pharmaceutical position as of Q1 2026 after selling out during the quarter.
Kestra Advisory Services sold 6,477 Takeda Pharmaceutical shares in Q1 2026, an estimated $101K.
Kestra Advisory Services first reported a position in Takeda Pharmaceutical in Q4 2020 and held it in 15 quarters.
Kestra Advisory Services's Takeda Pharmaceutical position peaked at $690K in Q1 2021.
362 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.