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Laird Norton Wetherby Wealth Management’s Takeda Pharmaceutical TAK Stock Holding History

Laird Norton Wetherby Wealth 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
2025
Q3 		$557K Sell
38,074
-6,794
-15% -$101K 0.02% 543
2025
Q2 		$694K Buy
+44,868
New +$663K 0.03% 473
2024
Q4 		$519K Buy
39,220
+5,167
+15% +$71K 0.02% 516
2024
Q3 		$484K Sell
34,053
-6,738
-17% -$95.6K 0.02% 571
2024
Q2 		$528K Sell
40,791
-42,207
-51% -$559K 0.02% 518
2024
Q1 		$1.15M Sell
82,998
-3,785
-4% -$55K 0.05% 334
2023
Q4 		$1.24M Sell
86,783
-14,235
-14% -$202K 0.06% 303
2023
Q3 		$1.56M Sell
101,018
-6,201
-6% -$96K 0.09% 243
2023
Q2 		$1.68M Sell
107,219
-5,224
-5% -$85.6K 0.09% 232
2023
Q1 		$1.85M Buy
112,443
+10,361
+10% +$165K 0.11% 202
2022
Q4 		$1.59M Sell
102,082
-1,345
-1% -$18.8K 0.1% 218
2022
Q3 		$1.34M Buy
103,427
+13,512
+15% +$188K 0.09% 224
2022
Q2 		$1.26M Sell
89,915
-54,292
-38% -$775K 0.09% 245
2022
Q1 		$2.06M Buy
144,207
+72,282
+100% +$1.06M 0.12% 161
2021
Q4 		$980K Buy
71,925
+4,736
+7% +$66.4K 0.06% 328
2021
Q3 		$1.1M Buy
67,189
+9,099
+16% +$153K 0.07% 273
2021
Q2 		$978K Buy
58,090
+16,714
+40% +$285K 0.06% 299
2021
Q1 		$755K Sell
41,376
-244
-0.6% -$4.39K 0.06% 329
2020
Q4 		$757K Sell
41,620
-14,137
-25% -$248K 0.05% 343
2020
Q3 		$995K Buy
55,757
+6,326
+13% +$115K 0.09% 221
2020
Q2 		$886K Buy
49,431
+22,632
+84% +$406K 0.08% 235
2020
Q1 		$407K Sell
26,799
-16,560
-38% -$300K 0.05% 373
2019
Q4 		$855K Buy
43,359
+8,746
+25% +$167K 0.08% 247
2019
Q3 		$595K Buy
34,613
+12,468
+56% +$216K 0.06% 349
2019
Q2 		$392K Sell
22,145
-12,660
-36% -$230K 0.04% 462
2019
Q1 		$709K Buy
+34,805
New +$700K 0.09% 261

Other funds holding TAK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's TAK Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management reduced its Takeda Pharmaceutical (TAK) stake by 15% in Q3 2025, selling an estimated $101K and leaving 38,074 shares worth $557K. The position accounts for 0.02% of the portfolio, ranked #543.

Laird Norton Wetherby Wealth Management first reported a position in TAK in Q1 2019 and has held it in 26 quarters since. The position peaked at $2.06M in Q1 2022. 329 funds tracked by Wall St. Rank hold TAK as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 38,074 shares of Takeda Pharmaceutical worth $557K as of Q3 2025.
  • Laird Norton Wetherby Wealth Management sold 6,794 Takeda Pharmaceutical shares in Q3 2025, an estimated $101K.
  • Takeda Pharmaceutical made up 0.02% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #543 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in Takeda Pharmaceutical in Q1 2019 and has held it in 26 quarters since.
  • Laird Norton Wetherby Wealth Management's Takeda Pharmaceutical position peaked at $2.06M in Q1 2022.
  • 329 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.