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Legacy Wealth Asset Management’s Takeda Pharmaceutical TAK Stock Holding History

Legacy Wealth Asset 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 		$2.57M Sell
160,171
-5,632
-3% -$93.2K 0.56% 33
2026
Q1 		$3.07M Sell
165,803
-980
-0.6% -$17.2K 0.75% 16
2025
Q4 		$2.6M Buy
166,783
+301
+0.2% +$4.3K 0.64% 21
2025
Q3 		$2.44M Buy
166,482
+1,697
+1% +$25.2K 0.59% 24
2025
Q2 		$2.55M Sell
164,785
-20,687
-11% -$306K 0.65% 24
2025
Q1 		$2.76M Buy
185,472
+44,635
+32% +$625K 0.76% 17
2024
Q4 		$1.86M Sell
140,837
-20,779
-13% -$285K 0.51% 42
2024
Q3 		$2.3M Sell
161,616
-2,798
-2% -$39.7K 0.62% 31
2024
Q2 		$2.13M Buy
164,414
+6,868
+4% +$90.9K 0.6% 36
2024
Q1 		$2.19M Buy
157,546
+2,018
+1% +$29.3K 0.61% 32
2023
Q4 		$2.22M Buy
155,528
+30,561
+24% +$434K 0.73% 19
2023
Q3 		$1.93M Buy
124,967
+851
+0.7% +$13.2K 0.71% 23
2023
Q2 		$1.95M Buy
124,116
+813
+0.7% +$13.3K 0.68% 28
2023
Q1 		$2.03M Sell
123,303
-14,248
-10% -$227K 0.73% 20
2022
Q4 		$2.15M Buy
137,551
+856
+0.6% +$12K 0.82% 16
2022
Q3 		$1.77M Buy
+136,695
New +$1.9M 0.77% 20

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

Legacy Wealth Asset Management's TAK Position: Q2 2026 in Review

Legacy Wealth Asset Management reduced its Takeda Pharmaceutical (TAK) stake by 3.4% in Q2 2026, selling an estimated $93.2K and leaving 160,171 shares worth $2.57M. The position accounts for 0.56% of the portfolio, ranked #33.

Legacy Wealth Asset Management first reported a position in TAK in Q3 2022 and has held it in 16 quarters since. The position peaked at $3.07M in Q1 2026. 376 funds tracked by Wall St. Rank hold TAK as of Q2 2026.

  • Legacy Wealth Asset Management held 160,171 shares of Takeda Pharmaceutical worth $2.57M as of Q2 2026.
  • Legacy Wealth Asset Management sold 5,632 Takeda Pharmaceutical shares in Q2 2026, an estimated $93.2K.
  • Takeda Pharmaceutical made up 0.56% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #33 holding.
  • Legacy Wealth Asset Management first reported a position in Takeda Pharmaceutical in Q3 2022 and has held it in 16 quarters since.
  • Legacy Wealth Asset Management's Takeda Pharmaceutical position peaked at $3.07M in Q1 2026.
  • 376 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.