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Larry Mathis Financial Planning’s Takeda Pharmaceutical TAK Stock Holding History

Larry Mathis Financial Planning’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 		$235K Buy
14,633
+446
+3% +$7.38K 0.18% 126
2026
Q1 		$263K Sell
14,187
-156
-1% -$2.74K 0.24% 122
2025
Q4 		$224K Buy
+14,343
New +$205K 0.2% 140

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

Larry Mathis Financial Planning's TAK Position: Q2 2026 in Review

Larry Mathis Financial Planning increased its Takeda Pharmaceutical (TAK) stake by 3.1% in Q2 2026, buying an estimated $7.38K and bringing the position to 14,633 shares worth $235K. The position accounts for 0.18% of the portfolio, ranked #126.

Larry Mathis Financial Planning first reported a position in TAK in Q4 2025 and has held it in 3 quarters since. The position peaked at $263K in Q1 2026. 375 funds tracked by Wall St. Rank hold TAK as of Q2 2026.

  • Larry Mathis Financial Planning held 14,633 shares of Takeda Pharmaceutical worth $235K as of Q2 2026.
  • Larry Mathis Financial Planning bought 446 Takeda Pharmaceutical shares in Q2 2026, an estimated $7.38K.
  • Takeda Pharmaceutical made up 0.18% of Larry Mathis Financial Planning's portfolio in Q2 2026, its #126 holding.
  • Larry Mathis Financial Planning first reported a position in Takeda Pharmaceutical in Q4 2025 and has held it in 3 quarters since.
  • Larry Mathis Financial Planning's Takeda Pharmaceutical position peaked at $263K in Q1 2026.
  • 375 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.